Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$106K Buy
5,374
+515
+11% +$10.2K ﹤0.01% 1026
2025
Q1
$94.4K Buy
4,859
+2,362
+95% +$45.9K ﹤0.01% 1019
2024
Q4
$44.3K Sell
2,497
-1,113
-31% -$19.7K ﹤0.01% 1394
2024
Q3
$58.7K Buy
3,610
+1,538
+74% +$25K ﹤0.01% 1500
2024
Q2
$41K Buy
2,072
+1,220
+143% +$24.2K ﹤0.01% 1327
2024
Q1
$16.9K Buy
852
+398
+88% +$7.88K ﹤0.01% 1292
2023
Q4
$10K Sell
454
-873
-66% -$19.2K ﹤0.01% 1584
2023
Q3
$26K Sell
1,327
-2
-0.2% -$39 ﹤0.01% 1086
2023
Q2
$25K Sell
1,329
-83
-6% -$1.56K ﹤0.01% 966
2023
Q1
$25K Sell
1,412
-186
-12% -$3.29K ﹤0.01% 1288
2022
Q4
$30K Buy
1,598
+386
+32% +$7.25K ﹤0.01% 1133
2022
Q3
$27K Buy
1,212
+16
+1% +$356 ﹤0.01% 968
2022
Q2
$27K Buy
+1,196
New +$27K ﹤0.01% 868