Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$110K Buy
345
+154
+81% +$48.9K 0.04% 96
2025
Q1
$49.5K Buy
191
+121
+173% +$31.3K 0.02% 184
2024
Q4
$28.2K Buy
70
+31
+79% +$12.5K 0.01% 272
2024
Q3
$10.2K Sell
39
-12
-24% -$3.14K ﹤0.01% 416
2024
Q2
$10.1K Buy
51
+7
+16% +$1.39K ﹤0.01% 243
2024
Q1
$7.74K Buy
44
+13
+42% +$2.29K ﹤0.01% 258
2023
Q4
$7.7K Hold
31
﹤0.01% 242
2023
Q3
$7.76K Buy
31
+6
+24% +$1.5K ﹤0.01% 214
2023
Q2
$6.55K Sell
25
-2,500
-99% -$655K ﹤0.01% 233
2023
Q1
$524K Buy
2,525
+60
+2% +$12.4K 0.22% 107
2022
Q4
$304K Buy
+2,465
New +$304K 0.14% 105