Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$334K Buy
1,367
+48
+4% +$11.7K ﹤0.01% 596
2025
Q1
$349K Buy
1,319
+5
+0.4% +$1.32K ﹤0.01% 521
2024
Q4
$333K Sell
1,314
-154
-10% -$39.1K ﹤0.01% 500
2024
Q3
$549K Sell
1,468
-240
-14% -$89.7K 0.01% 429
2024
Q2
$592K Buy
1,708
+582
+52% +$202K 0.01% 331
2024
Q1
$390K Sell
1,126
-293
-21% -$102K 0.01% 324
2023
Q4
$690K Buy
1,419
+1,230
+651% +$598K 0.01% 204
2023
Q3
$84K Buy
189
+40
+27% +$17.8K ﹤0.01% 672
2023
Q2
$72K Sell
149
-413
-73% -$200K ﹤0.01% 581
2023
Q1
$287K Buy
562
+200
+55% +$102K ﹤0.01% 420
2022
Q4
$175K Buy
362
+200
+123% +$96.7K ﹤0.01% 500
2022
Q3
$75K Buy
162
+50
+45% +$23.1K ﹤0.01% 624
2022
Q2
$49K Buy
+112
New +$49K ﹤0.01% 686