Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$311K Sell
405
-3
-0.7% -$2.3K ﹤0.01% 508
2025
Q1
$224K Buy
408
+99
+32% +$54.5K ﹤0.01% 553
2024
Q4
$138K Sell
309
-10
-3% -$4.47K ﹤0.01% 630
2024
Q3
$118K Buy
319
+198
+164% +$73K ﹤0.01% 666
2024
Q2
$38K Buy
121
+30
+33% +$9.41K ﹤0.01% 889
2024
Q1
$24K Buy
+91
New +$24K ﹤0.01% 1018
2023
Q4
Sell
-33
Closed -$5.1K 1738
2023
Q3
$5.1K Hold
33
﹤0.01% 1420
2023
Q2
$5.3K Hold
33
﹤0.01% 1406
2023
Q1
$4.41K Hold
33
﹤0.01% 1436
2022
Q4
$3K Sell
33
-85
-72% -$7.73K ﹤0.01% 1517
2022
Q3
$10K Buy
118
+46
+64% +$3.9K ﹤0.01% 1320
2022
Q2
$7K Hold
72
﹤0.01% 1509
2022
Q1
$11K Sell
72
-38
-35% -$5.81K ﹤0.01% 1467
2021
Q4
$26K Buy
+110
New +$26K ﹤0.01% 1188