Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$311K Buy
6,236
+1,217
+24% +$60.8K ﹤0.01% 619
2025
Q1
$166K Sell
5,019
-254
-5% -$8.4K ﹤0.01% 782
2024
Q4
$202K Buy
5,273
+1,163
+28% +$44.6K ﹤0.01% 654
2024
Q3
$121K Sell
4,110
-189
-4% -$5.57K ﹤0.01% 1119
2024
Q2
$123K Buy
4,299
+1,170
+37% +$33.5K ﹤0.01% 886
2024
Q1
$89.5K Sell
3,129
-1,204
-28% -$34.4K ﹤0.01% 744
2023
Q4
$87K Buy
4,333
+571
+15% +$11.5K ﹤0.01% 739
2023
Q3
$79K Buy
3,762
+1,460
+63% +$30.7K ﹤0.01% 696
2023
Q2
$40K Sell
2,302
-7,028
-75% -$122K ﹤0.01% 773
2023
Q1
$151K Buy
9,330
+1,629
+21% +$26.4K ﹤0.01% 639
2022
Q4
$96K Buy
7,701
+3,403
+79% +$42.4K ﹤0.01% 681
2022
Q3
$47K Buy
4,298
+2,867
+200% +$31.4K ﹤0.01% 772
2022
Q2
$20K Buy
+1,431
New +$20K ﹤0.01% 951