Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$408K Buy
4,246
+2,265
+114% +$218K ﹤0.01% 428
2025
Q1
$199K Buy
1,981
+1,441
+267% +$145K ﹤0.01% 588
2024
Q4
$48.1K Buy
540
+250
+86% +$22.3K ﹤0.01% 883
2024
Q3
$25.4K Sell
290
-69
-19% -$6.04K ﹤0.01% 1014
2024
Q2
$26.6K Sell
359
-979
-73% -$72.5K ﹤0.01% 1193
2024
Q1
$96.8K Buy
+1,338
New +$96.8K ﹤0.01% 710
2022
Q4
Sell
-2,784
Closed -$224K 477
2022
Q3
$224K Buy
2,784
+291
+12% +$23.4K ﹤0.01% 429
2022
Q2
$225K Buy
2,493
+45
+2% +$4.06K 0.01% 349
2022
Q1
$230K Buy
2,448
+16
+0.7% +$1.5K ﹤0.01% 398
2021
Q4
$216K Buy
+2,432
New +$216K ﹤0.01% 365