Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$312K Buy
14,209
+1,426
+11% +$31.4K ﹤0.01% 618
2025
Q1
$298K Buy
12,783
+686
+6% +$16K ﹤0.01% 569
2024
Q4
$348K Sell
12,097
-1,212
-9% -$34.8K ﹤0.01% 488
2024
Q3
$449K Buy
13,309
+875
+7% +$29.5K 0.01% 514
2024
Q2
$449K Buy
12,434
+475
+4% +$17.2K 0.01% 415
2024
Q1
$432K Buy
11,959
+7
+0.1% +$253 0.01% 301
2023
Q4
$389K Sell
11,952
-422
-3% -$13.7K 0.01% 288
2023
Q3
$362K Sell
12,374
-12
-0.1% -$351 0.01% 312
2023
Q2
$348K Sell
12,386
-125
-1% -$3.51K 0.01% 288
2023
Q1
$341K Buy
12,511
+170
+1% +$4.63K 0.01% 372
2022
Q4
$294K Sell
12,341
-1,357
-10% -$32.3K 0.01% 354
2022
Q3
$383K Buy
13,698
+5
+0% +$140 0.01% 240
2022
Q2
$400K Buy
+13,693
New +$400K 0.01% 228