Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$14.9K Buy
127
+38
+43% +$4.45K ﹤0.01% 1473
2025
Q1
$9.09K Sell
89
-575
-87% -$58.7K ﹤0.01% 1582
2024
Q4
$63.5K Hold
664
﹤0.01% 819
2024
Q3
$62.9K Buy
664
+174
+36% +$16.5K ﹤0.01% 806
2024
Q2
$45.7K Sell
490
-42
-8% -$3.91K ﹤0.01% 847
2024
Q1
$46.2K Sell
532
-4,165
-89% -$362K ﹤0.01% 850
2023
Q4
$349K Buy
4,697
+203
+5% +$15.1K 0.01% 468
2023
Q3
$282K Buy
4,494
+1,843
+70% +$116K ﹤0.01% 494
2023
Q2
$168K Buy
2,651
+134
+5% +$8.51K ﹤0.01% 607
2023
Q1
$142K Hold
2,517
﹤0.01% 630
2022
Q4
$147K Hold
2,517
﹤0.01% 634
2022
Q3
$106K Sell
2,517
-33
-1% -$1.39K ﹤0.01% 718
2022
Q2
$104K Buy
2,550
+825
+48% +$33.6K ﹤0.01% 746
2022
Q1
$87K Hold
1,725
﹤0.01% 802
2021
Q4
$112K Buy
+1,725
New +$112K ﹤0.01% 787