Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$105K Buy
1,313
+727
+124% +$58.4K ﹤0.01% 807
2025
Q1
$42.3K Sell
586
-29
-5% -$2.1K ﹤0.01% 1120
2024
Q4
$47K Buy
615
+60
+11% +$4.59K ﹤0.01% 943
2024
Q3
$49.2K Buy
555
+19
+4% +$1.68K ﹤0.01% 878
2024
Q2
$46K Sell
536
-1,311
-71% -$113K ﹤0.01% 844
2024
Q1
$177K Buy
1,847
+3
+0.2% +$288 ﹤0.01% 594
2023
Q4
$148K Sell
1,844
-91
-5% -$7.32K ﹤0.01% 641
2023
Q3
$151K Buy
1,935
+78
+4% +$6.1K ﹤0.01% 619
2023
Q2
$126K Sell
1,857
-38
-2% -$2.57K ﹤0.01% 665
2023
Q1
$134K Sell
1,895
-16
-0.8% -$1.13K ﹤0.01% 638
2022
Q4
$135K Hold
1,911
﹤0.01% 648
2022
Q3
$112K Buy
1,911
+1,245
+187% +$73K ﹤0.01% 702
2022
Q2
$41K Hold
666
﹤0.01% 969
2022
Q1
$49K Hold
666
﹤0.01% 977
2021
Q4
$52K Buy
+666
New +$52K ﹤0.01% 989
2014
Q1
Sell
-5,963
Closed -$219 311
2013
Q4
$219 Buy
+5,963
New +$219 0.01% 277