Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$291K Buy
5,597
+457
+9% +$23.8K ﹤0.01% 638
2025
Q1
$310K Buy
5,140
+1,702
+50% +$103K ﹤0.01% 555
2024
Q4
$235K Buy
3,438
+317
+10% +$21.7K ﹤0.01% 587
2024
Q3
$216K Buy
3,121
+653
+26% +$45.3K ﹤0.01% 818
2024
Q2
$198K Buy
2,468
+370
+18% +$29.6K ﹤0.01% 710
2024
Q1
$168K Buy
2,098
+608
+41% +$48.7K ﹤0.01% 561
2023
Q4
$150K Sell
1,490
-16
-1% -$1.61K ﹤0.01% 539
2023
Q3
$205K Buy
1,506
+1,230
+446% +$167K ﹤0.01% 427
2023
Q2
$29K Sell
276
-3,017
-92% -$317K ﹤0.01% 900
2023
Q1
$292K Buy
3,293
+1,294
+65% +$115K ﹤0.01% 416
2022
Q4
$160K Buy
1,999
+1,388
+227% +$111K ﹤0.01% 530
2022
Q3
$58K Buy
+611
New +$58K ﹤0.01% 696