Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$183K Buy
806
+13
+2% +$2.95K ﹤0.01% 800
2025
Q1
$193K Sell
793
-59
-7% -$14.4K ﹤0.01% 734
2024
Q4
$240K Sell
852
-950
-53% -$267K ﹤0.01% 581
2024
Q3
$540K Buy
1,802
+952
+112% +$285K 0.01% 436
2024
Q2
$246K Buy
850
+435
+105% +$126K ﹤0.01% 630
2024
Q1
$120K Sell
415
-470
-53% -$136K ﹤0.01% 659
2023
Q4
$234K Sell
885
-16
-2% -$4.23K ﹤0.01% 403
2023
Q3
$223K Buy
901
+492
+120% +$122K ﹤0.01% 407
2023
Q2
$93K Sell
409
-279
-41% -$63.4K ﹤0.01% 521
2023
Q1
$119K Buy
688
+61
+10% +$10.6K ﹤0.01% 716
2022
Q4
$94K Buy
627
+420
+203% +$63K ﹤0.01% 693
2022
Q3
$47K Sell
207
-71
-26% -$16.1K ﹤0.01% 771
2022
Q2
$65K Buy
+278
New +$65K ﹤0.01% 621