Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$199K Sell
3,741
-71
-2% -$3.77K ﹤0.01% 772
2025
Q1
$183K Buy
3,812
+361
+10% +$17.4K ﹤0.01% 749
2024
Q4
$181K Sell
3,451
-423
-11% -$22.1K ﹤0.01% 685
2024
Q3
$199K Buy
3,874
+879
+29% +$45.3K ﹤0.01% 848
2024
Q2
$148K Buy
2,995
+836
+39% +$41.4K ﹤0.01% 815
2024
Q1
$107K Sell
2,159
-110
-5% -$5.45K ﹤0.01% 697
2023
Q4
$109K Buy
2,269
+459
+25% +$22.1K ﹤0.01% 646
2023
Q3
$92K Buy
1,810
+999
+123% +$50.8K ﹤0.01% 649
2023
Q2
$37K Sell
811
-5,358
-87% -$244K ﹤0.01% 804
2023
Q1
$256K Buy
6,169
+2,092
+51% +$86.8K ﹤0.01% 466
2022
Q4
$147K Buy
4,077
+2,090
+105% +$75.4K ﹤0.01% 554
2022
Q3
$85K Buy
1,987
+1,316
+196% +$56.3K ﹤0.01% 582
2022
Q2
$27K Buy
+671
New +$27K ﹤0.01% 861