Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$178K Buy
1,993
+185
+10% +$16.5K ﹤0.01% 810
2025
Q1
$156K Buy
1,808
+453
+33% +$39K ﹤0.01% 804
2024
Q4
$126K Sell
1,355
-459
-25% -$42.6K ﹤0.01% 841
2024
Q3
$186K Sell
1,814
-3,449
-66% -$353K ﹤0.01% 897
2024
Q2
$486K Buy
5,263
+4,705
+843% +$435K 0.01% 387
2024
Q1
$51.5K Buy
558
+183
+49% +$16.9K ﹤0.01% 904
2023
Q4
$27K Buy
375
+141
+60% +$10.2K ﹤0.01% 1172
2023
Q3
$16K Buy
234
+160
+216% +$10.9K ﹤0.01% 1241
2023
Q2
$5K Sell
74
-1,627
-96% -$110K ﹤0.01% 1511
2023
Q1
$91K Buy
1,701
+321
+23% +$17.2K ﹤0.01% 801
2022
Q4
$67K Buy
1,380
+665
+93% +$32.3K ﹤0.01% 801
2022
Q3
$44K Buy
715
+207
+41% +$12.7K ﹤0.01% 792
2022
Q2
$35K Buy
+508
New +$35K ﹤0.01% 790