Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$132K Buy
450
+27
+6% +$7.95K ﹤0.01% 925
2025
Q1
$113K Buy
423
+12
+3% +$3.2K ﹤0.01% 942
2024
Q4
$103K Sell
411
-206
-33% -$51.8K ﹤0.01% 929
2024
Q3
$106K Buy
617
+376
+156% +$64.8K ﹤0.01% 1190
2024
Q2
$45.7K Buy
241
+80
+50% +$15.2K ﹤0.01% 1288
2024
Q1
$30.5K Sell
161
-42
-21% -$7.96K ﹤0.01% 1092
2023
Q4
$32K Buy
203
+33
+19% +$5.2K ﹤0.01% 1107
2023
Q3
$25K Buy
170
+7
+4% +$1.03K ﹤0.01% 1095
2023
Q2
$24K Sell
163
-71
-30% -$10.5K ﹤0.01% 980
2023
Q1
$33K Sell
234
-17
-7% -$2.4K ﹤0.01% 1192
2022
Q4
$36K Buy
+251
New +$36K ﹤0.01% 1058
2022
Q3
Sell
-7
Closed -$1K 2163
2022
Q2
$1K Buy
+7
New +$1K ﹤0.01% 1774