Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$209K Sell
2,565
-142
-5% -$11.6K 0.01% 231
2025
Q1
$269K Sell
2,707
-64
-2% -$6.35K 0.02% 195
2024
Q4
$278K Buy
2,771
+347
+14% +$34.8K 0.02% 197
2024
Q3
$221K Buy
2,424
+139
+6% +$12.7K 0.02% 224
2024
Q2
$186K Buy
2,285
+1
+0% +$82 0.01% 236
2024
Q1
$183K Buy
2,284
+425
+23% +$34.1K 0.01% 240
2023
Q4
$131K Hold
1,859
0.01% 268
2023
Q3
$118K Buy
1,859
+1,795
+2,805% +$114K 0.01% 265
2023
Q2
$3.95K Hold
64
﹤0.01% 652
2023
Q1
$4.07K Hold
64
﹤0.01% 644
2022
Q4
$4.21K Hold
64
﹤0.01% 612
2022
Q3
$3K Hold
64
﹤0.01% 651
2022
Q2
$4K Sell
64
-51
-44% -$3.19K ﹤0.01% 569
2022
Q1
$8K Buy
+115
New +$8K ﹤0.01% 538
2021
Q4
Sell
-64
Closed -$4K 479
2021
Q3
$4K Buy
+64
New +$4K ﹤0.01% 542