Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$223K Sell
5,292
-250
-5% -$10.5K 0.01% 1323
2025
Q1
$236K Buy
+5,542
New +$236K ﹤0.01% 1610
2024
Q1
Sell
-6,515
Closed -$414K 1982
2023
Q4
$414K Buy
6,515
+744
+13% +$47.3K 0.01% 1300
2023
Q3
$390K Buy
5,771
+1,905
+49% +$129K 0.01% 1253
2023
Q2
$406K Buy
3,866
+1,380
+56% +$145K 0.01% 1256
2023
Q1
$305K Buy
2,486
+443
+22% +$54.4K ﹤0.01% 1392
2022
Q4
$256K Sell
2,043
-315
-13% -$39.5K ﹤0.01% 1443
2022
Q3
$250K Buy
2,358
+284
+14% +$30.2K ﹤0.01% 1406
2022
Q2
$223K Buy
2,074
+329
+19% +$35.4K ﹤0.01% 1364
2022
Q1
$231K Buy
+1,745
New +$231K ﹤0.01% 1482