Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$276K Buy
36
+2
+6% +$15.3K ﹤0.01% 756
2025
Q1
$245K Sell
34
-2
-6% -$14.4K ﹤0.01% 757
2024
Q4
$295K Buy
36
+22
+157% +$180K ﹤0.01% 721
2024
Q3
$138K Buy
14
+5
+56% +$49.5K ﹤0.01% 832
2024
Q2
$67.3K Buy
9
+5
+125% +$37.4K ﹤0.01% 953
2024
Q1
$31.4K Buy
4
+2
+100% +$15.7K ﹤0.01% 1155
2023
Q4
$13.8K Hold
2
﹤0.01% 1187
2023
Q3
$11.9K Hold
2
﹤0.01% 1195
2023
Q2
$12.5K Buy
2
+1
+100% +$6.24K ﹤0.01% 1203
2023
Q1
$5.58K Sell
1
-6
-86% -$33.5K ﹤0.01% 1343
2022
Q4
$32.1K Sell
7
-418
-98% -$1.91M ﹤0.01% 992
2022
Q3
$1.75M Sell
425
-9
-2% -$37.2K 0.02% 321
2022
Q2
$1.81M Sell
434
-1
-0.2% -$4.17K 0.02% 332
2022
Q1
$1.97M Buy
435
+33
+8% +$149K 0.02% 341
2021
Q4
$2.34M Buy
+402
New +$2.34M 0.02% 343