Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$205K Buy
1,524
+549
+56% +$73.7K ﹤0.01% 589
2025
Q1
$96.7K Buy
975
+90
+10% +$8.93K ﹤0.01% 776
2024
Q4
$126K Hold
885
﹤0.01% 640
2024
Q3
$102K Sell
885
-357
-29% -$41.1K ﹤0.01% 699
2024
Q2
$161K Sell
1,242
-41
-3% -$5.32K ﹤0.01% 599
2024
Q1
$159K Sell
1,283
-118
-8% -$14.6K ﹤0.01% 614
2023
Q4
$170K Buy
1,401
+240
+21% +$29.1K ﹤0.01% 617
2023
Q3
$106K Sell
1,161
-219
-16% -$19.9K ﹤0.01% 684
2023
Q2
$136K Buy
1,380
+281
+26% +$27.6K ﹤0.01% 646
2023
Q1
$79.9K Sell
1,099
-172
-14% -$12.5K ﹤0.01% 741
2022
Q4
$93K Buy
1,271
+479
+60% +$35K ﹤0.01% 719
2022
Q3
$70K Buy
792
+165
+26% +$14.6K ﹤0.01% 795
2022
Q2
$60K Buy
627
+484
+338% +$46.3K ﹤0.01% 862
2022
Q1
$22K Hold
143
﹤0.01% 1211
2021
Q4
$25K Buy
+143
New +$25K ﹤0.01% 1196