Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$301K Buy
10,439
+2,793
+37% +$80.5K ﹤0.01% 629
2025
Q1
$207K Sell
7,646
-265
-3% -$7.19K ﹤0.01% 696
2024
Q4
$226K Sell
7,911
-418
-5% -$11.9K ﹤0.01% 602
2024
Q3
$269K Buy
8,329
+4,853
+140% +$156K ﹤0.01% 728
2024
Q2
$129K Buy
3,476
+2,233
+180% +$83.1K ﹤0.01% 865
2024
Q1
$46.3K Sell
1,243
-1,147
-48% -$42.7K ﹤0.01% 943
2023
Q4
$81K Buy
2,390
+1,576
+194% +$53.4K ﹤0.01% 762
2023
Q3
$24K Buy
814
+200
+33% +$5.9K ﹤0.01% 1110
2023
Q2
$17K Sell
614
-2,165
-78% -$59.9K ﹤0.01% 1106
2023
Q1
$64K Sell
2,779
-649
-19% -$14.9K ﹤0.01% 931
2022
Q4
$74K Buy
3,428
+2,066
+152% +$44.6K ﹤0.01% 767
2022
Q3
$33K Buy
1,362
+800
+142% +$19.4K ﹤0.01% 901
2022
Q2
$16K Buy
+562
New +$16K ﹤0.01% 1039