Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-17
Closed -$123K 930
2025
Q1
$123K Buy
17
+4
+31% +$29K 0.01% 346
2024
Q4
$106K Hold
13
0.01% 390
2024
Q3
$127K Hold
13
0.01% 433
2024
Q2
$98.7K Hold
13
0.01% 467
2024
Q1
$105K Buy
13
+3
+30% +$24.3K 0.01% 474
2023
Q4
$70K Hold
10
0.01% 539
2023
Q3
$59.6K Hold
10
0.01% 548
2023
Q2
$63.5K Hold
10
0.01% 531
2023
Q1
$55.7K Hold
10
0.01% 571
2022
Q4
$46.1K Hold
10
0.01% 602
2022
Q3
$40K Hold
10
0.01% 604
2022
Q2
$40K Hold
10
0.01% 574
2022
Q1
$45K Buy
10
+6
+150% +$27K 0.01% 626
2021
Q4
$24K Buy
+4
New +$24K 0.01% 691