Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$118K Buy
364
+27
+8% +$8.74K ﹤0.01% 771
2025
Q1
$103K Buy
337
+199
+144% +$60.7K ﹤0.01% 755
2024
Q4
$43K Buy
138
+5
+4% +$1.56K ﹤0.01% 976
2024
Q3
$54.1K Buy
133
+62
+87% +$25.2K ﹤0.01% 854
2024
Q2
$27.4K Sell
71
-3
-4% -$1.16K ﹤0.01% 976
2024
Q1
$32.6K Buy
74
+8
+12% +$3.53K ﹤0.01% 935
2023
Q4
$24.7K Hold
66
﹤0.01% 1002
2023
Q3
$16.6K Hold
66
﹤0.01% 1129
2023
Q2
$17.6K Hold
66
﹤0.01% 1120
2023
Q1
$13.7K Hold
66
﹤0.01% 1200
2022
Q4
$10K Sell
66
-40
-38% -$6.06K ﹤0.01% 1298
2022
Q3
$17K Hold
106
﹤0.01% 1148
2022
Q2
$18K Sell
106
-3
-3% -$509 ﹤0.01% 1207
2022
Q1
$20K Sell
109
-3
-3% -$550 ﹤0.01% 1249
2021
Q4
$31K Buy
+112
New +$31K ﹤0.01% 1131