Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$148K Sell
1,229
-20
-2% -$2.4K ﹤0.01% 882
2025
Q1
$184K Hold
1,249
﹤0.01% 748
2024
Q4
$203K Buy
1,249
+336
+37% +$54.6K ﹤0.01% 653
2024
Q3
$125K Buy
913
+235
+35% +$32.1K ﹤0.01% 1099
2024
Q2
$104K Buy
678
+85
+14% +$13K ﹤0.01% 958
2024
Q1
$90.8K Sell
593
-105
-15% -$16.1K ﹤0.01% 741
2023
Q4
$91K Buy
698
+77
+12% +$10K ﹤0.01% 711
2023
Q3
$99K Sell
621
-11
-2% -$1.75K ﹤0.01% 620
2023
Q2
$100K Sell
632
-20
-3% -$3.17K ﹤0.01% 503
2023
Q1
$92K Buy
652
+587
+903% +$82.8K ﹤0.01% 798
2022
Q4
$8K Buy
65
+29
+81% +$3.57K ﹤0.01% 1583
2022
Q3
$5K Sell
36
-23
-39% -$3.19K ﹤0.01% 1557
2022
Q2
$8K Buy
+59
New +$8K ﹤0.01% 1267