Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$399K Buy
7,057
+281
+4% +$15.9K ﹤0.01% 532
2025
Q1
$371K Buy
6,776
+1,267
+23% +$69.4K ﹤0.01% 495
2024
Q4
$345K Sell
5,509
-195
-3% -$12.2K ﹤0.01% 494
2024
Q3
$356K Buy
5,704
+884
+18% +$55.2K ﹤0.01% 602
2024
Q2
$351K Buy
4,820
+1,173
+32% +$85.4K ﹤0.01% 505
2024
Q1
$266K Buy
3,647
+454
+14% +$33.1K ﹤0.01% 427
2023
Q4
$208K Buy
3,193
+496
+18% +$32.3K ﹤0.01% 441
2023
Q3
$205K Buy
2,697
+2,202
+445% +$167K ﹤0.01% 428
2023
Q2
$34K Sell
495
-5,300
-91% -$364K ﹤0.01% 840
2023
Q1
$341K Buy
5,795
+1,434
+33% +$84.4K 0.01% 373
2022
Q4
$226K Buy
4,361
+2,084
+92% +$108K ﹤0.01% 412
2022
Q3
$119K Buy
2,277
+575
+34% +$30.1K ﹤0.01% 468
2022
Q2
$101K Buy
+1,702
New +$101K ﹤0.01% 492