Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$302K Sell
4,214
-840
-17% -$60.3K ﹤0.01% 627
2025
Q1
$342K Buy
5,054
+667
+15% +$45.1K ﹤0.01% 524
2024
Q4
$268K Sell
4,387
-3,000
-41% -$183K ﹤0.01% 562
2024
Q3
$369K Buy
7,387
+3,872
+110% +$193K ﹤0.01% 582
2024
Q2
$201K Buy
3,515
+1,353
+63% +$77.3K ﹤0.01% 704
2024
Q1
$124K Sell
2,162
-403
-16% -$23K ﹤0.01% 651
2023
Q4
$115K Sell
2,565
-926
-27% -$41.5K ﹤0.01% 631
2023
Q3
$164K Buy
3,491
+1,492
+75% +$70.1K ﹤0.01% 484
2023
Q2
$99K Sell
1,999
-3,709
-65% -$184K ﹤0.01% 506
2023
Q1
$255K Buy
5,708
+813
+17% +$36.3K ﹤0.01% 469
2022
Q4
$215K Buy
4,895
+2,652
+118% +$116K ﹤0.01% 428
2022
Q3
$106K Buy
2,243
+831
+59% +$39.3K ﹤0.01% 513
2022
Q2
$81K Buy
+1,412
New +$81K ﹤0.01% 558