Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$43.3K Sell
298
-1,295
-81% -$188K ﹤0.01% 817
2025
Q1
$279K Buy
1,593
+427
+37% +$74.7K 0.01% 476
2024
Q4
$245K Buy
1,166
+655
+128% +$137K 0.01% 476
2024
Q3
$147K Buy
511
+96
+23% +$27.6K ﹤0.01% 535
2024
Q2
$130K Buy
415
+226
+120% +$70.8K ﹤0.01% 525
2024
Q1
$63.5K Buy
189
+152
+411% +$51.1K ﹤0.01% 639
2023
Q4
$10.5K Buy
37
+22
+147% +$6.23K ﹤0.01% 938
2023
Q3
$3.69K Hold
15
﹤0.01% 1023
2023
Q2
$3.75K Sell
15
-31
-67% -$7.76K ﹤0.01% 1055
2023
Q1
$9.82K Sell
46
-37
-45% -$7.9K ﹤0.01% 955
2022
Q4
$16.1K Hold
83
﹤0.01% 869
2022
Q3
$15K Sell
83
-27
-25% -$4.88K ﹤0.01% 853
2022
Q2
$24K Hold
110
﹤0.01% 790
2022
Q1
$27K Hold
110
﹤0.01% 766
2021
Q4
$34K Buy
110
+76
+224% +$23.5K ﹤0.01% 730
2021
Q3
$9K Buy
+34
New +$9K ﹤0.01% 944