Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$162K Buy
516
+49
+10% +$15.4K ﹤0.01% 843
2025
Q1
$142K Buy
467
+176
+60% +$53.6K ﹤0.01% 845
2024
Q4
$96.7K Sell
291
-374
-56% -$124K ﹤0.01% 954
2024
Q3
$274K Buy
665
+104
+19% +$42.8K ﹤0.01% 717
2024
Q2
$227K Buy
561
+162
+41% +$65.5K ﹤0.01% 658
2024
Q1
$161K Sell
399
-166
-29% -$67.1K ﹤0.01% 577
2023
Q4
$137K Sell
565
-116
-17% -$28.1K ﹤0.01% 567
2023
Q3
$164K Buy
681
+536
+370% +$129K ﹤0.01% 485
2023
Q2
$27K Sell
145
-1,080
-88% -$201K ﹤0.01% 930
2023
Q1
$260K Buy
1,225
+555
+83% +$118K ﹤0.01% 457
2022
Q4
$105K Buy
670
+483
+258% +$75.7K ﹤0.01% 645
2022
Q3
$28K Buy
187
+70
+60% +$10.5K ﹤0.01% 953
2022
Q2
$19K Buy
+117
New +$19K ﹤0.01% 970