Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$122K Buy
2,553
+134
+6% +$6.42K ﹤0.01% 963
2025
Q1
$120K Sell
2,419
-167
-6% -$8.32K ﹤0.01% 914
2024
Q4
$150K Buy
2,586
+660
+34% +$38.2K ﹤0.01% 760
2024
Q3
$124K Buy
1,926
+469
+32% +$30.1K ﹤0.01% 1105
2024
Q2
$92.8K Buy
1,457
+316
+28% +$20.1K ﹤0.01% 1011
2024
Q1
$72.6K Sell
1,141
-27
-2% -$1.72K ﹤0.01% 799
2023
Q4
$69K Buy
1,168
+104
+10% +$6.14K ﹤0.01% 823
2023
Q3
$69K Buy
1,064
+508
+91% +$32.9K ﹤0.01% 742
2023
Q2
$30K Sell
556
-2,935
-84% -$158K ﹤0.01% 893
2023
Q1
$184K Buy
3,491
+1,559
+81% +$82.2K ﹤0.01% 570
2022
Q4
$83K Buy
1,932
+398
+26% +$17.1K ﹤0.01% 728
2022
Q3
$74K Buy
1,534
+1,224
+395% +$59K ﹤0.01% 625
2022
Q2
$17K Buy
+310
New +$17K ﹤0.01% 1014