Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$349K Sell
733
-129
-15% -$61.5K ﹤0.01% 580
2025
Q1
$316K Buy
862
+249
+41% +$91.4K ﹤0.01% 545
2024
Q4
$248K Sell
613
-326
-35% -$132K ﹤0.01% 574
2024
Q3
$404K Buy
939
+631
+205% +$271K 0.01% 551
2024
Q2
$117K Buy
308
+172
+126% +$65.2K ﹤0.01% 904
2024
Q1
$51.5K Sell
136
-230
-63% -$87.1K ﹤0.01% 905
2023
Q4
$115K Buy
366
+243
+198% +$76.4K ﹤0.01% 629
2023
Q3
$42K Buy
123
+23
+23% +$7.85K ﹤0.01% 898
2023
Q2
$30K Sell
100
-940
-90% -$282K ﹤0.01% 887
2023
Q1
$312K Buy
1,040
+743
+250% +$223K 0.01% 397
2022
Q4
$78K Buy
297
+154
+108% +$40.4K ﹤0.01% 747
2022
Q3
$40K Buy
143
+118
+472% +$33K ﹤0.01% 839
2022
Q2
$8K Buy
+25
New +$8K ﹤0.01% 1264