Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$256K Buy
1,414
+1,019
+258% +$184K ﹤0.01% 680
2025
Q1
$68K Sell
395
-20
-5% -$3.45K ﹤0.01% 1179
2024
Q4
$74.8K Sell
415
-1,783
-81% -$321K ﹤0.01% 1060
2024
Q3
$366K Buy
2,198
+810
+58% +$135K ﹤0.01% 588
2024
Q2
$254K Buy
1,388
+679
+96% +$124K ﹤0.01% 616
2024
Q1
$130K Buy
709
+518
+271% +$94.7K ﹤0.01% 638
2023
Q4
$28K Sell
191
-127
-40% -$18.6K ﹤0.01% 1158
2023
Q3
$51K Buy
318
+5
+2% +$802 ﹤0.01% 840
2023
Q2
$45K Sell
313
-282
-47% -$40.5K ﹤0.01% 725
2023
Q1
$83K Buy
595
+144
+32% +$20.1K ﹤0.01% 829
2022
Q4
$51K Buy
451
+269
+148% +$30.4K ﹤0.01% 906
2022
Q3
$20K Buy
182
+67
+58% +$7.36K ﹤0.01% 1085
2022
Q2
$15K Buy
+115
New +$15K ﹤0.01% 1055