Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$814K Buy
37,231
+14,446
+63% +$316K 0.16% 52
2025
Q1
$446K Buy
+22,785
New +$446K 0.07% 53
2024
Q3
Sell
-1,800
Closed -$31K 593
2024
Q2
$31K Buy
+1,800
New +$31K 0.01% 233
2024
Q1
Sell
-600
Closed -$9K 520
2023
Q4
$9K Sell
600
-1,411
-70% -$21.2K ﹤0.01% 323
2023
Q3
$27K Buy
2,011
+1,711
+570% +$23K ﹤0.01% 194
2023
Q2
$4K Hold
300
﹤0.01% 689
2023
Q1
$4K Sell
300
-1,500
-83% -$20K ﹤0.01% 579
2022
Q4
$22K Sell
1,800
-500
-22% -$6.11K ﹤0.01% 660
2022
Q3
$20K Hold
2,300
﹤0.01% 519
2022
Q2
$23K Buy
2,300
+1,900
+475% +$19K ﹤0.01% 551
2022
Q1
$4K Buy
+400
New +$4K ﹤0.01% 752