Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$124K Buy
1,928
+534
+38% +$34.4K ﹤0.01% 954
2025
Q1
$97K Sell
1,394
-41
-3% -$2.85K ﹤0.01% 1004
2024
Q4
$104K Sell
1,435
-1,202
-46% -$87.3K ﹤0.01% 924
2024
Q3
$176K Buy
2,637
+1,899
+257% +$127K ﹤0.01% 925
2024
Q2
$58.2K Buy
738
+205
+38% +$16.2K ﹤0.01% 1194
2024
Q1
$42.1K Buy
533
+434
+438% +$34.2K ﹤0.01% 966
2023
Q4
$6K Sell
99
-77
-44% -$4.67K ﹤0.01% 1769
2023
Q3
$10K Buy
176
+36
+26% +$2.05K ﹤0.01% 1413
2023
Q2
$7K Sell
140
-105
-43% -$5.25K ﹤0.01% 1425
2023
Q1
$11K Buy
245
+77
+46% +$3.46K ﹤0.01% 1568
2022
Q4
$8K Buy
168
+92
+121% +$4.38K ﹤0.01% 1596
2022
Q3
$4K Sell
76
-1
-1% -$53 ﹤0.01% 1628
2022
Q2
$4K Buy
+77
New +$4K ﹤0.01% 1509