Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$368K Buy
4,293
+1,134
+36% +$97.3K ﹤0.01% 558
2025
Q1
$291K Buy
3,159
+596
+23% +$54.9K ﹤0.01% 576
2024
Q4
$216K Sell
2,563
-73
-3% -$6.16K ﹤0.01% 621
2024
Q3
$228K Buy
2,636
+558
+27% +$48.3K ﹤0.01% 799
2024
Q2
$219K Buy
2,078
+171
+9% +$18K ﹤0.01% 674
2024
Q1
$201K Sell
1,907
-102
-5% -$10.7K ﹤0.01% 500
2023
Q4
$270K Sell
2,009
-72
-3% -$9.68K ﹤0.01% 358
2023
Q3
$285K Buy
2,081
+1,363
+190% +$187K ﹤0.01% 353
2023
Q2
$108K Sell
718
-4,184
-85% -$629K ﹤0.01% 477
2023
Q1
$561K Buy
4,902
+3,046
+164% +$349K 0.01% 271
2022
Q4
$218K Buy
1,856
+1,032
+125% +$121K ﹤0.01% 424
2022
Q3
$122K Buy
824
+236
+40% +$34.9K ﹤0.01% 460
2022
Q2
$78K Buy
+588
New +$78K ﹤0.01% 567