Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$143K Buy
19,814
+4,774
+32% +$34.6K ﹤0.01% 888
2025
Q1
$99.1K Buy
15,040
+856
+6% +$5.64K ﹤0.01% 995
2024
Q4
$83.5K Sell
14,184
-76,123
-84% -$448K ﹤0.01% 1010
2024
Q3
$554K Buy
90,307
+65,873
+270% +$404K 0.01% 425
2024
Q2
$148K Buy
24,434
+20,452
+514% +$124K ﹤0.01% 816
2024
Q1
$24.1K Sell
3,982
-8,087
-67% -$48.9K ﹤0.01% 1159
2023
Q4
$58K Buy
12,069
+10,296
+581% +$49.5K ﹤0.01% 871
2023
Q3
$9K Hold
1,773
﹤0.01% 1425
2023
Q2
$8K Sell
1,773
-1,388
-44% -$6.26K ﹤0.01% 1362
2023
Q1
$16K Sell
3,161
-6,541
-67% -$33.1K ﹤0.01% 1439
2022
Q4
$38K Sell
9,702
-1,014
-9% -$3.97K ﹤0.01% 1033
2022
Q3
$47K Buy
10,716
+3,365
+46% +$14.8K ﹤0.01% 769
2022
Q2
$38K Buy
+7,351
New +$38K ﹤0.01% 765