Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$93K Sell
10,183
-841
-8% -$7.68K ﹤0.01% 1080
2025
Q1
$80.6K Buy
11,024
+646
+6% +$4.72K ﹤0.01% 1096
2024
Q4
$61.5K Sell
10,378
-19,125
-65% -$113K ﹤0.01% 1157
2024
Q3
$197K Buy
29,503
+11,774
+66% +$78.8K ﹤0.01% 854
2024
Q2
$137K Buy
17,729
+11,922
+205% +$92K ﹤0.01% 840
2024
Q1
$44.8K Sell
5,807
-3,346
-37% -$25.8K ﹤0.01% 951
2023
Q4
$80K Buy
9,153
+1,255
+16% +$11K ﹤0.01% 770
2023
Q3
$54K Buy
7,898
+2,125
+37% +$14.5K ﹤0.01% 822
2023
Q2
$31K Sell
5,773
-23,291
-80% -$125K ﹤0.01% 868
2023
Q1
$167K Buy
29,064
+7,066
+32% +$40.6K ﹤0.01% 601
2022
Q4
$105K Buy
21,998
+10,337
+89% +$49.3K ﹤0.01% 644
2022
Q3
$59K Buy
11,661
+10,420
+840% +$52.7K ﹤0.01% 689
2022
Q2
$8K Buy
+1,241
New +$8K ﹤0.01% 1273