Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$346K Buy
31,889
+10,136
+47% +$110K ﹤0.01% 585
2025
Q1
$218K Buy
21,753
+899
+4% +$9.02K ﹤0.01% 674
2024
Q4
$206K Sell
20,854
-12,345
-37% -$122K ﹤0.01% 644
2024
Q3
$416K Buy
33,199
+17,441
+111% +$219K 0.01% 539
2024
Q2
$209K Buy
15,758
+3,335
+27% +$44.3K ﹤0.01% 686
2024
Q1
$165K Sell
12,423
-1,125
-8% -$14.9K ﹤0.01% 567
2023
Q4
$168K Buy
13,548
+1,598
+13% +$19.8K ﹤0.01% 508
2023
Q3
$181K Sell
11,950
-634
-5% -$9.6K ﹤0.01% 461
2023
Q2
$158K Sell
12,584
-2,026
-14% -$25.4K ﹤0.01% 403
2023
Q1
$170K Buy
14,610
+19
+0.1% +$221 ﹤0.01% 593
2022
Q4
$163K Buy
14,591
+2,230
+18% +$24.9K ﹤0.01% 526
2022
Q3
$138K Buy
12,361
+2,808
+29% +$31.3K ﹤0.01% 426
2022
Q2
$161K Buy
+9,553
New +$161K ﹤0.01% 367