Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$125K Sell
1,100
-107
-9% -$12.1K ﹤0.01% 749
2025
Q1
$160K Buy
1,207
+302
+33% +$39.9K ﹤0.01% 619
2024
Q4
$76.7K Sell
905
-3,267
-78% -$277K ﹤0.01% 773
2024
Q3
$443K Buy
4,172
+3,267
+361% +$347K 0.01% 419
2024
Q2
$65.2K Sell
905
-33
-4% -$2.38K ﹤0.01% 776
2024
Q1
$67.9K Sell
938
-173
-16% -$12.5K ﹤0.01% 777
2023
Q4
$86.1K Buy
1,111
+93
+9% +$7.21K ﹤0.01% 734
2023
Q3
$88.3K Buy
1,018
+50
+5% +$4.34K ﹤0.01% 715
2023
Q2
$80.7K Hold
968
﹤0.01% 740
2023
Q1
$98.9K Sell
968
-1,450
-60% -$148K ﹤0.01% 698
2022
Q4
$213K Sell
2,418
-89
-4% -$7.84K ﹤0.01% 570
2022
Q3
$201K Buy
2,507
+195
+8% +$15.6K ﹤0.01% 603
2022
Q2
$263K Sell
2,312
-253
-10% -$28.8K ﹤0.01% 573
2022
Q1
$279K Buy
2,565
+294
+13% +$32K ﹤0.01% 586
2021
Q4
$270K Buy
+2,271
New +$270K ﹤0.01% 605