Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$56.1K Buy
447
+162
+57% +$20.3K 0.02% 150
2025
Q1
$39K Buy
285
+257
+918% +$35.2K 0.02% 156
2024
Q4
$4.28K Buy
+28
New +$4.28K ﹤0.01% 274
2023
Q4
Sell
-1,434
Closed -$369K 91
2023
Q3
$369K Sell
1,434
-17
-1% -$4.37K 0.12% 112
2023
Q2
$413K Buy
1,451
+89
+7% +$25.4K 0.12% 110
2023
Q1
$379K Sell
1,362
-114
-8% -$31.7K 0.08% 124
2022
Q4
$409K Sell
1,476
-95
-6% -$26.3K 0.13% 113
2022
Q3
$418K Sell
1,571
-5
-0.3% -$1.33K 0.15% 85
2022
Q2
$322K Buy
1,576
+41
+3% +$8.38K 0.05% 92
2022
Q1
$323K Buy
+1,535
New +$323K 0.03% 100
2019
Q2
Sell
-45
Closed -$11K 114
2019
Q1
$11K Hold
45
0.01% 257
2018
Q4
$14K Buy
+45
New +$14K 0.01% 202