Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$162K Sell
1,401
-87
-6% -$10K ﹤0.01% 844
2025
Q1
$173K Sell
1,488
-19
-1% -$2.21K ﹤0.01% 769
2024
Q4
$165K Sell
1,507
-16
-1% -$1.75K ﹤0.01% 725
2024
Q3
$142K Buy
1,523
+106
+7% +$9.87K ﹤0.01% 1035
2024
Q2
$132K Buy
1,417
+66
+5% +$6.13K ﹤0.01% 859
2024
Q1
$125K Sell
1,351
-32
-2% -$2.97K ﹤0.01% 648
2023
Q4
$129K Buy
1,383
+164
+13% +$15.3K ﹤0.01% 589
2023
Q3
$125K Buy
1,219
+2
+0.2% +$205 ﹤0.01% 559
2023
Q2
$132K Buy
1,217
+17
+1% +$1.84K ﹤0.01% 448
2023
Q1
$129K Sell
1,200
-26
-2% -$2.8K ﹤0.01% 686
2022
Q4
$121K Buy
1,226
+42
+4% +$4.15K ﹤0.01% 604
2022
Q3
$125K Buy
1,184
+9
+0.8% +$950 ﹤0.01% 451
2022
Q2
$136K Buy
+1,175
New +$136K ﹤0.01% 407