Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$110K Buy
2,118
+308
+17% +$15.9K ﹤0.01% 792
2025
Q1
$84.6K Buy
1,810
+1,063
+142% +$49.7K ﹤0.01% 837
2024
Q4
$38.3K Hold
747
﹤0.01% 1021
2024
Q3
$33.2K Buy
747
+348
+87% +$15.5K ﹤0.01% 1015
2024
Q2
$16K Sell
399
-13
-3% -$522 ﹤0.01% 1148
2024
Q1
$16.5K Sell
412
-107
-21% -$4.29K ﹤0.01% 1149
2023
Q4
$19.5K Sell
519
-132
-20% -$4.97K ﹤0.01% 1067
2023
Q3
$18.1K Buy
651
+220
+51% +$6.12K ﹤0.01% 1112
2023
Q2
$13K Hold
431
﹤0.01% 1226
2023
Q1
$13.3K Hold
431
﹤0.01% 1215
2022
Q4
$16K Sell
431
-29
-6% -$1.08K ﹤0.01% 1170
2022
Q3
$17K Sell
460
-208
-31% -$7.69K ﹤0.01% 1162
2022
Q2
$24K Buy
668
+496
+288% +$17.8K ﹤0.01% 1118
2022
Q1
$8K Hold
172
﹤0.01% 1554
2021
Q4
$8K Buy
+172
New +$8K ﹤0.01% 1521