Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$414K Buy
171,624
+26,793
+18% +$64.6K ﹤0.01% 519
2025
Q1
$337K Buy
144,831
+32,131
+29% +$74.9K ﹤0.01% 527
2024
Q4
$208K Sell
112,700
-18,547
-14% -$34.3K ﹤0.01% 638
2024
Q3
$269K Buy
131,247
+16,643
+15% +$34.1K ﹤0.01% 726
2024
Q2
$284K Buy
114,604
+26,821
+31% +$66.5K ﹤0.01% 577
2024
Q1
$218K Buy
87,783
+6,064
+7% +$15K ﹤0.01% 472
2023
Q4
$211K Buy
81,719
+17,715
+28% +$45.7K ﹤0.01% 434
2023
Q3
$204K Buy
64,004
+46,191
+259% +$147K ﹤0.01% 429
2023
Q2
$50K Sell
17,813
-90,963
-84% -$255K ﹤0.01% 691
2023
Q1
$296K Buy
108,776
+40,001
+58% +$109K ﹤0.01% 410
2022
Q4
$194K Buy
68,775
+34,962
+103% +$98.6K ﹤0.01% 462
2022
Q3
$85K Buy
33,813
+32,902
+3,612% +$82.7K ﹤0.01% 581
2022
Q2
$3K Buy
+911
New +$3K ﹤0.01% 1540