Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-148
Closed -$101K 797
2025
Q1
$101K Buy
148
+9
+6% +$6.12K 0.01% 396
2024
Q4
$87.6K Buy
139
+1
+0.7% +$630 0.01% 447
2024
Q3
$107K Buy
138
+103
+294% +$79.8K 0.01% 490
2024
Q2
$28.9K Hold
35
﹤0.01% 765
2024
Q1
$24.5K Buy
35
+1
+3% +$699 ﹤0.01% 832
2023
Q4
$19.8K Buy
34
+2
+6% +$1.16K ﹤0.01% 841
2023
Q3
$14.7K Hold
32
﹤0.01% 846
2023
Q2
$15.5K Hold
32
﹤0.01% 834
2023
Q1
$12.8K Hold
32
﹤0.01% 872
2022
Q4
$12.1K Buy
32
+1
+3% +$377 ﹤0.01% 858
2022
Q3
$9K Hold
31
﹤0.01% 879
2022
Q2
$10K Buy
31
+12
+63% +$3.87K ﹤0.01% 828
2022
Q1
$7K Buy
+19
New +$7K ﹤0.01% 980