Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$120K Sell
1,359
-312
-19% -$27.5K ﹤0.01% 972
2025
Q1
$159K Buy
1,671
+169
+11% +$16K ﹤0.01% 797
2024
Q4
$128K Sell
1,502
-1,463
-49% -$124K ﹤0.01% 833
2024
Q3
$264K Buy
2,965
+2,293
+341% +$204K ﹤0.01% 737
2024
Q2
$56K Buy
672
+381
+131% +$31.8K ﹤0.01% 1209
2024
Q1
$24.3K Sell
291
-102
-26% -$8.51K ﹤0.01% 1154
2023
Q4
$31K Sell
393
-257
-40% -$20.3K ﹤0.01% 1121
2023
Q3
$54K Buy
650
+223
+52% +$18.5K ﹤0.01% 821
2023
Q2
$30K Sell
427
-609
-59% -$42.8K ﹤0.01% 883
2023
Q1
$72K Sell
1,036
-201
-16% -$14K ﹤0.01% 874
2022
Q4
$72K Buy
1,237
+614
+99% +$35.7K ﹤0.01% 777
2022
Q3
$43K Sell
623
-9
-1% -$621 ﹤0.01% 799
2022
Q2
$51K Buy
+632
New +$51K ﹤0.01% 676