Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$173K Buy
1,899
+313
+20% +$28.6K ﹤0.01% 819
2025
Q1
$145K Buy
1,586
+478
+43% +$43.7K ﹤0.01% 837
2024
Q4
$94.3K Sell
1,108
-692
-38% -$58.9K ﹤0.01% 962
2024
Q3
$142K Buy
1,800
+662
+58% +$52.2K ﹤0.01% 1033
2024
Q2
$103K Buy
1,138
+174
+18% +$15.7K ﹤0.01% 960
2024
Q1
$87.1K Sell
964
-454
-32% -$41K ﹤0.01% 747
2023
Q4
$119K Buy
1,418
+215
+18% +$18K ﹤0.01% 613
2023
Q3
$119K Buy
1,203
+543
+82% +$53.7K ﹤0.01% 575
2023
Q2
$63K Sell
660
-2,481
-79% -$237K ﹤0.01% 626
2023
Q1
$285K Buy
3,141
+1,199
+62% +$109K ﹤0.01% 423
2022
Q4
$154K Buy
1,942
+1,097
+130% +$87K ﹤0.01% 542
2022
Q3
$70K Buy
845
+612
+263% +$50.7K ﹤0.01% 643
2022
Q2
$19K Buy
+233
New +$19K ﹤0.01% 966