Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$125K Buy
262
+70
+36% +$33.4K ﹤0.01% 748
2025
Q1
$70.4K Buy
192
+85
+79% +$31.2K ﹤0.01% 905
2024
Q4
$43.2K Buy
107
+29
+37% +$11.7K ﹤0.01% 972
2024
Q3
$39.4K Buy
78
+35
+81% +$17.7K ﹤0.01% 944
2024
Q2
$18.5K Sell
43
-3
-7% -$1.29K ﹤0.01% 1090
2024
Q1
$17.4K Buy
46
+6
+15% +$2.27K ﹤0.01% 1128
2023
Q4
$13K Hold
40
﹤0.01% 1203
2023
Q3
$12.6K Hold
40
﹤0.01% 1216
2023
Q2
$13.6K Hold
40
﹤0.01% 1200
2023
Q1
$11.9K Hold
40
﹤0.01% 1239
2022
Q4
$12K Hold
40
﹤0.01% 1236
2022
Q3
$10K Sell
40
-4
-9% -$1K ﹤0.01% 1297
2022
Q2
$12K Sell
44
-48
-52% -$13.1K ﹤0.01% 1325
2022
Q1
$28K Sell
92
-11
-11% -$3.35K ﹤0.01% 1123
2021
Q4
$28K Buy
+103
New +$28K ﹤0.01% 1166