Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$284K Buy
1,711
+430
+34% +$71.4K ﹤0.01% 649
2025
Q1
$219K Buy
1,281
+630
+97% +$108K ﹤0.01% 671
2024
Q4
$110K Sell
651
-417
-39% -$70.6K ﹤0.01% 903
2024
Q3
$196K Buy
1,068
+255
+31% +$46.9K ﹤0.01% 857
2024
Q2
$158K Buy
813
+182
+29% +$35.4K ﹤0.01% 798
2024
Q1
$123K Sell
631
-137
-18% -$26.7K ﹤0.01% 654
2023
Q4
$154K Buy
768
+85
+12% +$17K ﹤0.01% 532
2023
Q3
$171K Buy
683
+34
+5% +$8.51K ﹤0.01% 474
2023
Q2
$165K Sell
649
-145
-18% -$36.9K ﹤0.01% 394
2023
Q1
$184K Sell
794
-5
-0.6% -$1.16K ﹤0.01% 569
2022
Q4
$176K Buy
799
+636
+390% +$140K ﹤0.01% 497
2022
Q3
$35K Buy
163
+11
+7% +$2.36K ﹤0.01% 883
2022
Q2
$33K Buy
+152
New +$33K ﹤0.01% 808