Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$124K Sell
786
-265
-25% -$41.8K ﹤0.01% 956
2025
Q1
$142K Buy
1,051
+216
+26% +$29.1K ﹤0.01% 848
2024
Q4
$120K Buy
835
+534
+177% +$76.9K ﹤0.01% 862
2024
Q3
$43.9K Buy
301
+20
+7% +$2.92K ﹤0.01% 1622
2024
Q2
$36.8K Buy
281
+201
+251% +$26.3K ﹤0.01% 1390
2024
Q1
$10.5K Sell
80
-80
-50% -$10.5K ﹤0.01% 1432
2023
Q4
$15K Sell
160
-4,243
-96% -$398K ﹤0.01% 1428
2023
Q3
$390K Sell
4,403
-174
-4% -$15.4K 0.01% 293
2023
Q2
$421K Sell
4,577
-1,634
-26% -$150K 0.01% 254
2023
Q1
$654K Buy
6,211
+1,739
+39% +$183K 0.01% 235
2022
Q4
$392K Buy
4,472
+4,309
+2,644% +$378K 0.01% 298
2022
Q3
$16K Buy
163
+107
+191% +$10.5K ﹤0.01% 1177
2022
Q2
$6K Buy
+56
New +$6K ﹤0.01% 1384