Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$143K Buy
2,635
+140
+6% +$7.61K 0.01% 784
2025
Q1
$145K Sell
2,495
-90
-3% -$5.23K 0.01% 614
2024
Q4
$178K Buy
2,585
+359
+16% +$24.8K 0.01% 518
2024
Q3
$148K Buy
2,226
+168
+8% +$11.2K 0.01% 406
2024
Q2
$153K Sell
2,058
-528
-20% -$39.1K 0.01% 382
2024
Q1
$258K Sell
2,586
-662
-20% -$66K 0.03% 268
2023
Q4
$269K Sell
3,248
-19
-0.6% -$1.57K 0.03% 248
2023
Q3
$201K Buy
3,267
+402
+14% +$24.8K 0.03% 258
2023
Q2
$188K Buy
2,865
+541
+23% +$35.5K 0.02% 248
2023
Q1
$113K Buy
2,324
+116
+5% +$5.65K 0.02% 327
2022
Q4
$93.5K Buy
2,208
+2,174
+6,394% +$92K 0.01% 344
2022
Q3
$1K Buy
+34
New +$1K ﹤0.01% 1163