Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$103K Sell
178
-79
-31% -$45.6K ﹤0.01% 818
2025
Q1
$145K Buy
257
+37
+17% +$20.9K ﹤0.01% 649
2024
Q4
$132K Buy
220
+49
+29% +$29.4K ﹤0.01% 634
2024
Q3
$99.7K Buy
171
+59
+53% +$34.4K ﹤0.01% 705
2024
Q2
$54K Buy
112
+15
+15% +$7.23K ﹤0.01% 809
2024
Q1
$54.4K Hold
97
﹤0.01% 817
2023
Q4
$54.9K Sell
97
-14
-13% -$7.92K ﹤0.01% 811
2023
Q3
$57K Hold
111
﹤0.01% 807
2023
Q2
$52.1K Hold
111
﹤0.01% 838
2023
Q1
$62.1K Hold
111
﹤0.01% 792
2022
Q4
$51K Sell
111
-225
-67% -$103K ﹤0.01% 841
2022
Q3
$142K Sell
336
-24
-7% -$10.1K ﹤0.01% 656
2022
Q2
$148K Hold
360
﹤0.01% 675
2022
Q1
$181K Hold
360
﹤0.01% 664
2021
Q4
$220K Buy
+360
New +$220K ﹤0.01% 642