Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$137K Sell
2,261
-445
-16% -$27.1K ﹤0.01% 914
2025
Q1
$155K Buy
2,706
+192
+8% +$11K ﹤0.01% 805
2024
Q4
$124K Sell
2,514
-15,904
-86% -$787K ﹤0.01% 850
2024
Q3
$801K Buy
18,418
+10,074
+121% +$438K 0.01% 322
2024
Q2
$328K Buy
8,344
+7,761
+1,331% +$305K ﹤0.01% 523
2024
Q1
$22.9K Sell
583
-3,516
-86% -$138K ﹤0.01% 1177
2023
Q4
$161K Buy
4,099
+1,297
+46% +$50.9K ﹤0.01% 516
2023
Q3
$111K Buy
2,802
+538
+24% +$21.3K ﹤0.01% 592
2023
Q2
$77K Sell
2,264
-1,515
-40% -$51.5K ﹤0.01% 565
2023
Q1
$118K Sell
3,779
-24
-0.6% -$749 ﹤0.01% 720
2022
Q4
$99K Buy
3,803
+2,560
+206% +$66.6K ﹤0.01% 672
2022
Q3
$41K Buy
1,243
+705
+131% +$23.3K ﹤0.01% 828
2022
Q2
$18K Buy
+538
New +$18K ﹤0.01% 988