Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$573K Sell
2,571
-32
-1% -$7.13K 0.01% 407
2025
Q1
$535K Buy
2,603
+1,603
+160% +$329K 0.01% 395
2024
Q4
$183K Sell
1,000
-273
-21% -$49.9K ﹤0.01% 683
2024
Q3
$891K Sell
1,273
-367
-22% -$257K 0.01% 297
2024
Q2
$282K Buy
1,640
+1,196
+269% +$205K ﹤0.01% 580
2024
Q1
$76.3K Sell
444
-384
-46% -$66K ﹤0.01% 786
2023
Q4
$99K Buy
828
+412
+99% +$49.3K ﹤0.01% 680
2023
Q3
$52K Buy
416
+48
+13% +$6K ﹤0.01% 832
2023
Q2
$43K Sell
368
-200
-35% -$23.4K ﹤0.01% 745
2023
Q1
$64K Buy
568
+60
+12% +$6.76K ﹤0.01% 926
2022
Q4
$50K Buy
508
+104
+26% +$10.2K ﹤0.01% 915
2022
Q3
$38K Buy
404
+32
+9% +$3.01K ﹤0.01% 856
2022
Q2
$39K Buy
+372
New +$39K ﹤0.01% 757