Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$96.9K Buy
2,321
+235
+11% +$9.81K ﹤0.01% 1059
2025
Q1
$88K Sell
2,086
-64
-3% -$2.7K ﹤0.01% 1053
2024
Q4
$104K Sell
2,150
-234
-10% -$11.4K ﹤0.01% 921
2024
Q3
$137K Buy
2,384
+64
+3% +$3.68K ﹤0.01% 1051
2024
Q2
$148K Buy
2,320
+1,271
+121% +$81K ﹤0.01% 817
2024
Q1
$66.8K Sell
1,049
-61
-5% -$3.89K ﹤0.01% 824
2023
Q4
$75K Buy
1,110
+50
+5% +$3.38K ﹤0.01% 797
2023
Q3
$111K Buy
1,060
+23
+2% +$2.41K ﹤0.01% 591
2023
Q2
$126K Sell
1,037
-37
-3% -$4.5K ﹤0.01% 453
2023
Q1
$134K Buy
1,074
+5
+0.5% +$624 ﹤0.01% 673
2022
Q4
$113K Buy
1,069
+85
+9% +$8.99K ﹤0.01% 625
2022
Q3
$106K Buy
984
+1
+0.1% +$108 ﹤0.01% 511
2022
Q2
$129K Buy
+983
New +$129K ﹤0.01% 422