Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$78.6K Buy
550
+22
+4% +$3.14K ﹤0.01% 927
2025
Q1
$66.5K Buy
528
+64
+14% +$8.06K ﹤0.01% 933
2024
Q4
$65.1K Buy
464
+32
+7% +$4.49K ﹤0.01% 811
2024
Q3
$55.5K Buy
432
+193
+81% +$24.8K ﹤0.01% 843
2024
Q2
$34.1K Buy
239
+143
+149% +$20.4K ﹤0.01% 915
2024
Q1
$16K Buy
96
+9
+10% +$1.5K ﹤0.01% 1161
2023
Q4
$17.1K Hold
87
﹤0.01% 1120
2023
Q3
$13.3K Hold
87
﹤0.01% 1195
2023
Q2
$11.2K Hold
87
﹤0.01% 1277
2023
Q1
$11.3K Sell
87
-37
-30% -$4.81K ﹤0.01% 1251
2022
Q4
$14K Sell
124
-790
-86% -$89.2K ﹤0.01% 1206
2022
Q3
$127K Sell
914
-1,169
-56% -$162K ﹤0.01% 678
2022
Q2
$263K Sell
2,083
-47
-2% -$5.93K ﹤0.01% 574
2022
Q1
$303K Buy
2,130
+574
+37% +$81.7K ﹤0.01% 570
2021
Q4
$214K Buy
+1,556
New +$214K ﹤0.01% 646