Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$190K Buy
2,112
+1,510
+251% +$136K ﹤0.01% 607
2025
Q1
$49.7K Sell
602
-99
-14% -$8.18K ﹤0.01% 1053
2024
Q4
$88.3K Buy
701
+155
+28% +$19.5K ﹤0.01% 729
2024
Q3
$73.1K Buy
546
+64
+13% +$8.57K ﹤0.01% 770
2024
Q2
$71.5K Buy
482
+396
+460% +$58.7K ﹤0.01% 758
2024
Q1
$9.7K Buy
86
+5
+6% +$564 ﹤0.01% 1282
2023
Q4
$8.79K Hold
81
﹤0.01% 1322
2023
Q3
$8.14K Hold
81
﹤0.01% 1333
2023
Q2
$9.02K Hold
81
﹤0.01% 1317
2023
Q1
$8.71K Hold
81
﹤0.01% 1321
2022
Q4
$7K Hold
81
﹤0.01% 1391
2022
Q3
$6K Sell
81
-393
-83% -$29.1K ﹤0.01% 1438
2022
Q2
$42K Hold
474
﹤0.01% 963
2022
Q1
$56K Hold
474
﹤0.01% 943
2021
Q4
$77K Buy
+474
New +$77K ﹤0.01% 860