Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$283K Buy
2,949
+693
+31% +$66.6K ﹤0.01% 650
2025
Q1
$227K Sell
2,256
-186
-8% -$18.7K ﹤0.01% 659
2024
Q4
$218K Sell
2,442
-968
-28% -$86.3K ﹤0.01% 613
2024
Q3
$242K Buy
3,410
+1,489
+78% +$106K ﹤0.01% 769
2024
Q2
$142K Buy
1,921
+413
+27% +$30.5K ﹤0.01% 828
2024
Q1
$112K Sell
1,508
-130
-8% -$9.62K ﹤0.01% 682
2023
Q4
$123K Sell
1,638
-1,720
-51% -$129K ﹤0.01% 600
2023
Q3
$274K Buy
3,358
+373
+12% +$30.4K ﹤0.01% 359
2023
Q2
$258K Sell
2,985
-88
-3% -$7.61K ﹤0.01% 326
2023
Q1
$274K Sell
3,073
-18
-0.6% -$1.61K ﹤0.01% 435
2022
Q4
$249K Buy
3,091
+1,746
+130% +$141K ﹤0.01% 391
2022
Q3
$122K Buy
1,345
+5
+0.4% +$454 ﹤0.01% 459
2022
Q2
$126K Buy
+1,340
New +$126K ﹤0.01% 429