Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$170K Sell
733
-7
-0.9% -$1.62K ﹤0.01% 634
2025
Q1
$162K Buy
740
+28
+4% +$6.12K ﹤0.01% 612
2024
Q4
$146K Buy
712
+35
+5% +$7.17K ﹤0.01% 623
2024
Q3
$113K Sell
677
-400
-37% -$66.6K ﹤0.01% 672
2024
Q2
$154K Buy
1,077
+625
+138% +$89.4K ﹤0.01% 607
2024
Q1
$90K Buy
452
+448
+11,200% +$89.2K ﹤0.01% 729
2023
Q4
$826 Sell
4
-20
-83% -$4.13K ﹤0.01% 1544
2023
Q3
$6.22K Hold
24
﹤0.01% 1380
2023
Q2
$7.71K Hold
24
﹤0.01% 1352
2023
Q1
$7.3K Hold
24
﹤0.01% 1349
2022
Q4
$7K Sell
24
-1
-4% -$292 ﹤0.01% 1385
2022
Q3
$8K Sell
25
-52
-68% -$16.6K ﹤0.01% 1376
2022
Q2
$22K Buy
77
+22
+40% +$6.29K ﹤0.01% 1142
2022
Q1
$19K Hold
55
﹤0.01% 1275
2021
Q4
$23K Buy
+55
New +$23K ﹤0.01% 1233