Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$113K Buy
1,145
+1,138
+16,257% +$112K 0.01% 1246
2025
Q1
$731 Buy
7
+1
+17% +$104 ﹤0.01% 1614
2024
Q4
$811 Sell
6
-208
-97% -$28.1K ﹤0.01% 1577
2024
Q3
$33.4K Sell
214
-174
-45% -$27.1K ﹤0.01% 1543
2024
Q2
$57.4K Sell
388
-895
-70% -$132K 0.01% 1283
2024
Q1
$227K Buy
1,283
+812
+172% +$144K 0.04% 513
2023
Q4
$67.1K Buy
471
+469
+23,450% +$66.8K 0.01% 1222
2023
Q3
$221 Buy
2
+1
+100% +$111 ﹤0.01% 1584
2023
Q2
$132 Hold
1
﹤0.01% 1537
2023
Q1
$166 Hold
1
﹤0.01% 1565
2022
Q4
$149 Hold
1
﹤0.01% 1542
2022
Q3
$0 Sell
1
-136
-99% ﹤0.01% 1924
2022
Q2
$19K Sell
137
-61
-31% -$8.46K 0.01% 1449
2022
Q1
$42K Sell
198
-330
-63% -$70K 0.02% 1157
2021
Q4
$122K Sell
528
-649
-55% -$150K 0.06% 487
2021
Q3
$269K Buy
1,177
+93
+9% +$21.3K 0.17% 98
2021
Q2
$262K Buy
+1,084
New +$262K 0.17% 116