Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$169K Sell
1,493
-112
-7% -$12.6K ﹤0.01% 638
2025
Q1
$149K Buy
1,605
+897
+127% +$83.2K ﹤0.01% 642
2024
Q4
$75.6K Buy
708
+320
+82% +$34.2K ﹤0.01% 775
2024
Q3
$40.1K Buy
388
+257
+196% +$26.5K ﹤0.01% 938
2024
Q2
$11.5K Buy
131
+17
+15% +$1.5K ﹤0.01% 1236
2024
Q1
$11.2K Buy
114
+38
+50% +$3.73K ﹤0.01% 1256
2023
Q4
$7.03K Hold
76
﹤0.01% 1370
2023
Q3
$6.31K Hold
76
﹤0.01% 1378
2023
Q2
$6.44K Hold
76
﹤0.01% 1375
2023
Q1
$6.41K Hold
76
﹤0.01% 1377
2022
Q4
$6K Hold
76
﹤0.01% 1394
2022
Q3
$5K Sell
76
-23
-23% -$1.51K ﹤0.01% 1451
2022
Q2
$6K Hold
99
﹤0.01% 1515
2022
Q1
$8K Hold
99
﹤0.01% 1536
2021
Q4
$8K Buy
+99
New +$8K ﹤0.01% 1492