Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$82K Buy
1,924
+58
+3% +$2.47K ﹤0.01% 913
2025
Q1
$60.7K Buy
1,866
+1,293
+226% +$42K ﹤0.01% 974
2024
Q4
$19.2K Buy
+573
New +$19.2K ﹤0.01% 1275
2024
Q1
Sell
-1,808
Closed -$42.7K 2151
2023
Q4
$42.7K Buy
1,808
+61
+3% +$1.44K ﹤0.01% 869
2023
Q3
$31.9K Sell
1,747
-591
-25% -$10.8K ﹤0.01% 955
2023
Q2
$92.3K Sell
2,338
-328
-12% -$12.9K ﹤0.01% 715
2023
Q1
$99.7K Buy
2,666
+505
+23% +$18.9K ﹤0.01% 695
2022
Q4
$81K Buy
2,161
+448
+26% +$16.8K ﹤0.01% 742
2022
Q3
$52K Buy
1,713
+307
+22% +$9.32K ﹤0.01% 857
2022
Q2
$48K Sell
1,406
-181
-11% -$6.18K ﹤0.01% 928
2022
Q1
$64K Buy
1,587
+125
+9% +$5.04K ﹤0.01% 888
2021
Q4
$86K Buy
+1,462
New +$86K ﹤0.01% 834