Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$350K Buy
1,607
+85
+6% +$18.5K ﹤0.01% 579
2025
Q1
$207K Buy
1,522
+32
+2% +$4.35K ﹤0.01% 697
2024
Q4
$214K Sell
1,490
-1,069
-42% -$154K ﹤0.01% 623
2024
Q3
$278K Buy
2,559
+623
+32% +$67.8K ﹤0.01% 709
2024
Q2
$259K Buy
1,936
+915
+90% +$123K ﹤0.01% 609
2024
Q1
$137K Sell
1,021
-1,501
-60% -$201K ﹤0.01% 625
2023
Q4
$320K Sell
2,522
-133
-5% -$16.9K 0.01% 322
2023
Q3
$287K Buy
2,655
+1,682
+173% +$182K ﹤0.01% 352
2023
Q2
$86K Sell
973
-5,392
-85% -$477K ﹤0.01% 537
2023
Q1
$435K Buy
6,365
+1,621
+34% +$111K 0.01% 324
2022
Q4
$274K Buy
4,744
+2,412
+103% +$139K ﹤0.01% 371
2022
Q3
$120K Buy
2,332
+1,195
+105% +$61.5K ﹤0.01% 465
2022
Q2
$70K Buy
+1,137
New +$70K ﹤0.01% 597