Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$221K Buy
9,053
+138
+2% +$3.38K ﹤0.01% 736
2025
Q1
$247K Buy
8,915
+1,098
+14% +$30.4K ﹤0.01% 632
2024
Q4
$255K Sell
7,817
-2,763
-26% -$90.2K ﹤0.01% 568
2024
Q3
$371K Buy
10,580
+4,718
+80% +$165K ﹤0.01% 581
2024
Q2
$177K Buy
5,862
+1,569
+37% +$47.4K ﹤0.01% 755
2024
Q1
$130K Sell
4,293
-1,754
-29% -$53K ﹤0.01% 637
2023
Q4
$155K Sell
6,047
-39
-0.6% -$1K ﹤0.01% 530
2023
Q3
$186K Buy
6,086
+613
+11% +$18.7K ﹤0.01% 451
2023
Q2
$160K Sell
5,473
-5,749
-51% -$168K ﹤0.01% 402
2023
Q1
$302K Buy
11,222
+1,892
+20% +$50.9K 0.01% 403
2022
Q4
$232K Buy
9,330
+2,530
+37% +$62.9K ﹤0.01% 409
2022
Q3
$223K Buy
6,800
+2,262
+50% +$74.2K ﹤0.01% 332
2022
Q2
$165K Buy
+4,538
New +$165K ﹤0.01% 360