Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$176K Buy
1,392
+330
+31% +$41.7K ﹤0.01% 623
2025
Q1
$114K Buy
1,062
+524
+97% +$56.4K ﹤0.01% 724
2024
Q4
$70.6K Buy
538
+86
+19% +$11.3K ﹤0.01% 789
2024
Q3
$48.6K Buy
452
+353
+357% +$38K ﹤0.01% 883
2024
Q2
$10.5K Sell
99
-17
-15% -$1.81K ﹤0.01% 1256
2024
Q1
$14.2K Sell
116
-24
-17% -$2.93K ﹤0.01% 1191
2023
Q4
$12.3K Sell
140
-12
-8% -$1.05K ﹤0.01% 1231
2023
Q3
$11.3K Buy
152
+82
+117% +$6.12K ﹤0.01% 1258
2023
Q2
$4.13K Hold
70
﹤0.01% 1441
2023
Q1
$2.23K Sell
70
-100
-59% -$3.19K ﹤0.01% 1515
2022
Q4
$6K Buy
170
+52
+44% +$1.84K ﹤0.01% 1414
2022
Q3
$4K Sell
118
-96
-45% -$3.25K ﹤0.01% 1514
2022
Q2
$6K Hold
214
﹤0.01% 1552
2022
Q1
$9K Hold
214
﹤0.01% 1530
2021
Q4
$9K Buy
+214
New +$9K ﹤0.01% 1488