Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$170K Buy
1,592
+952
+149% +$101K ﹤0.01% 633
2025
Q1
$56.2K Sell
640
-260
-29% -$22.8K ﹤0.01% 1003
2024
Q4
$104K Buy
900
+201
+29% +$23.3K ﹤0.01% 689
2024
Q3
$86.3K Sell
699
-85
-11% -$10.5K ﹤0.01% 731
2024
Q2
$101K Buy
784
+83
+12% +$10.7K ﹤0.01% 682
2024
Q1
$73.6K Buy
701
+370
+112% +$38.8K ﹤0.01% 766
2023
Q4
$29.2K Buy
331
+150
+83% +$13.2K ﹤0.01% 950
2023
Q3
$13.7K Hold
181
﹤0.01% 1185
2023
Q2
$13.8K Hold
181
﹤0.01% 1195
2023
Q1
$11.6K Sell
181
-8
-4% -$511 ﹤0.01% 1245
2022
Q4
$12K Buy
189
+27
+17% +$1.71K ﹤0.01% 1247
2022
Q3
$10K Sell
162
-140
-46% -$8.64K ﹤0.01% 1316
2022
Q2
$20K Hold
302
﹤0.01% 1182
2022
Q1
$25K Sell
302
-367
-55% -$30.4K ﹤0.01% 1174
2021
Q4
$62K Buy
+669
New +$62K ﹤0.01% 927