Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$287K Sell
806
-89
-10% -$31.7K ﹤0.01% 646
2025
Q1
$357K Buy
895
+105
+13% +$41.9K ﹤0.01% 514
2024
Q4
$284K Sell
790
-358
-31% -$129K ﹤0.01% 544
2024
Q3
$337K Sell
1,148
-340
-23% -$99.8K ﹤0.01% 629
2024
Q2
$496K Buy
1,488
+942
+173% +$314K 0.01% 384
2024
Q1
$182K Buy
546
+3
+0.6% +$1K ﹤0.01% 537
2023
Q4
$176K Buy
543
+93
+21% +$30.1K ﹤0.01% 482
2023
Q3
$155K Buy
450
+31
+7% +$10.7K ﹤0.01% 496
2023
Q2
$132K Sell
419
-140
-25% -$44.1K ﹤0.01% 447
2023
Q1
$168K Sell
559
-112
-17% -$33.7K ﹤0.01% 597
2022
Q4
$180K Buy
671
+174
+35% +$46.7K ﹤0.01% 489
2022
Q3
$133K Buy
497
+31
+7% +$8.3K ﹤0.01% 436
2022
Q2
$151K Buy
+466
New +$151K ﹤0.01% 381