Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$139K Sell
442
-48
-10% -$15.1K ﹤0.01% 711
2025
Q1
$149K Buy
490
+203
+71% +$61.9K ﹤0.01% 641
2024
Q4
$95.4K Buy
287
+16
+6% +$5.32K ﹤0.01% 703
2024
Q3
$90.5K Buy
271
+178
+191% +$59.4K ﹤0.01% 722
2024
Q2
$38.3K Sell
93
-13
-12% -$5.35K ﹤0.01% 887
2024
Q1
$42.8K Sell
106
-177
-63% -$71.5K ﹤0.01% 861
2023
Q4
$86.7K Hold
283
﹤0.01% 733
2023
Q3
$68.5K Sell
283
-15
-5% -$3.63K ﹤0.01% 760
2023
Q2
$71.6K Sell
298
-16
-5% -$3.84K ﹤0.01% 762
2023
Q1
$59K Sell
314
-116
-27% -$21.8K ﹤0.01% 800
2022
Q4
$91K Sell
430
-80
-16% -$16.9K ﹤0.01% 724
2022
Q3
$80K Buy
510
+16
+3% +$2.51K ﹤0.01% 766
2022
Q2
$74K Buy
494
+67
+16% +$10K ﹤0.01% 810
2022
Q1
$70K Sell
427
-192
-31% -$31.5K ﹤0.01% 865
2021
Q4
$134K Buy
+619
New +$134K ﹤0.01% 747