Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$139K Buy
1,107
+522
+89% +$65.6K ﹤0.01% 904
2025
Q1
$80.1K Buy
585
+11
+2% +$1.51K ﹤0.01% 1099
2024
Q4
$87.8K Buy
574
+102
+22% +$15.6K ﹤0.01% 986
2024
Q3
$109K Buy
472
+294
+165% +$68.2K ﹤0.01% 1173
2024
Q2
$38.4K Buy
178
+127
+249% +$27.4K ﹤0.01% 1369
2024
Q1
$11K Sell
51
-63
-55% -$13.6K ﹤0.01% 1416
2023
Q4
$29K Sell
114
-24
-17% -$6.11K ﹤0.01% 1145
2023
Q3
$40K Buy
138
+37
+37% +$10.7K ﹤0.01% 917
2023
Q2
$28K Sell
101
-92
-48% -$25.5K ﹤0.01% 910
2023
Q1
$54K Buy
193
+9
+5% +$2.52K ﹤0.01% 999
2022
Q4
$49K Buy
184
+112
+156% +$29.8K ﹤0.01% 922
2022
Q3
$15K Sell
72
-2
-3% -$417 ﹤0.01% 1192
2022
Q2
$16K Buy
+74
New +$16K ﹤0.01% 1032