Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$131K Buy
1,469
+464
+46% +$41.5K ﹤0.01% 728
2025
Q1
$76.2K Buy
1,005
+47
+5% +$3.57K ﹤0.01% 880
2024
Q4
$74.1K Buy
958
+342
+56% +$26.4K ﹤0.01% 777
2024
Q3
$45K Buy
616
+25
+4% +$1.83K ﹤0.01% 903
2024
Q2
$35.6K Buy
591
+418
+242% +$25.2K ﹤0.01% 904
2024
Q1
$10.9K Buy
173
+5
+3% +$316 ﹤0.01% 1261
2023
Q4
$9.77K Sell
168
-109
-39% -$6.34K ﹤0.01% 1299
2023
Q3
$13.5K Sell
277
-27
-9% -$1.31K ﹤0.01% 1188
2023
Q2
$15.2K Hold
304
﹤0.01% 1168
2023
Q1
$16.6K Sell
304
-39
-11% -$2.13K ﹤0.01% 1137
2022
Q4
$21K Hold
343
﹤0.01% 1096
2022
Q3
$20K Buy
343
+79
+30% +$4.61K ﹤0.01% 1112
2022
Q2
$14K Hold
264
﹤0.01% 1289
2022
Q1
$16K Hold
264
﹤0.01% 1330
2021
Q4
$19K Buy
+264
New +$19K ﹤0.01% 1292