Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$339K Buy
1,376
+694
+102% +$171K 0.01% 486
2025
Q1
$125K Buy
682
+41
+6% +$7.49K ﹤0.01% 691
2024
Q4
$108K Hold
641
﹤0.01% 681
2024
Q3
$91.5K Sell
641
-191
-23% -$27.3K ﹤0.01% 720
2024
Q2
$90.5K Sell
832
-92
-10% -$10K ﹤0.01% 709
2024
Q1
$127K Hold
924
﹤0.01% 649
2023
Q4
$91.4K Hold
924
﹤0.01% 717
2023
Q3
$73.4K Hold
924
﹤0.01% 747
2023
Q2
$70.6K Hold
924
﹤0.01% 766
2023
Q1
$58.7K Buy
924
+221
+31% +$14K ﹤0.01% 803
2022
Q4
$34K Buy
703
+209
+42% +$10.1K ﹤0.01% 948
2022
Q3
$24K Buy
494
+237
+92% +$11.5K ﹤0.01% 1046
2022
Q2
$16K Sell
257
-423
-62% -$26.3K ﹤0.01% 1251
2022
Q1
$80K Buy
680
+276
+68% +$32.5K ﹤0.01% 821
2021
Q4
$60K Buy
+404
New +$60K ﹤0.01% 937