Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$106K Buy
3,266
+2,312
+242% +$75.2K ﹤0.01% 1205
2025
Q1
$36K Sell
954
-14
-1% -$529 ﹤0.01% 1746
2024
Q4
$79.2K Sell
968
-80
-8% -$6.55K ﹤0.01% 1344
2024
Q3
$120K Buy
1,048
+358
+52% +$40.9K ﹤0.01% 1134
2024
Q2
$52.1K Sell
690
-77
-10% -$5.81K ﹤0.01% 1490
2024
Q1
$52.4K Buy
767
+358
+88% +$24.5K ﹤0.01% 1525
2023
Q4
$25.7K Buy
409
+60
+17% +$3.77K ﹤0.01% 1795
2023
Q3
$17.8K Buy
349
+105
+43% +$5.35K ﹤0.01% 1899
2023
Q2
$12.2K Buy
244
+43
+21% +$2.15K ﹤0.01% 2146
2023
Q1
$7.53K Buy
201
+5
+3% +$187 ﹤0.01% 2335
2022
Q4
$9.4K Buy
196
+28
+17% +$1.34K ﹤0.01% 2183
2022
Q3
$4K Buy
168
+109
+185% +$2.6K ﹤0.01% 2543
2022
Q2
$1K Buy
+59
New +$1K ﹤0.01% 2969
2022
Q1
Sell
-9
Closed 3270
2021
Q4
$0 Buy
+9
New ﹤0.01% 3222