Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$139K Sell
1,866
-526
-22% -$39.2K ﹤0.01% 906
2025
Q1
$162K Buy
2,392
+775
+48% +$52.5K ﹤0.01% 790
2024
Q4
$100K Sell
1,617
-3,436
-68% -$213K ﹤0.01% 939
2024
Q3
$271K Buy
5,053
+3,984
+373% +$214K ﹤0.01% 720
2024
Q2
$56.4K Buy
1,069
+664
+164% +$35K ﹤0.01% 1203
2024
Q1
$21.4K Sell
405
-102
-20% -$5.38K ﹤0.01% 1202
2023
Q4
$22K Sell
507
-204
-29% -$8.85K ﹤0.01% 1236
2023
Q3
$32K Buy
711
+86
+14% +$3.87K ﹤0.01% 1009
2023
Q2
$28K Sell
625
-918
-59% -$41.1K ﹤0.01% 912
2023
Q1
$64K Sell
1,543
-302
-16% -$12.5K ﹤0.01% 930
2022
Q4
$67K Buy
1,845
+109
+6% +$3.96K ﹤0.01% 803
2022
Q3
$72K Buy
1,736
+479
+38% +$19.9K ﹤0.01% 634
2022
Q2
$72K Buy
+1,257
New +$72K ﹤0.01% 590