Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$278K Buy
3,460
+867
+33% +$69.7K ﹤0.01% 656
2025
Q1
$208K Sell
2,593
-1,847
-42% -$148K ﹤0.01% 692
2024
Q4
$364K Sell
4,440
-3,382
-43% -$277K ﹤0.01% 468
2024
Q3
$549K Buy
7,822
+2,664
+52% +$187K 0.01% 428
2024
Q2
$382K Buy
5,158
+1,001
+24% +$74.2K 0.01% 480
2024
Q1
$308K Buy
4,157
+680
+20% +$50.4K ﹤0.01% 387
2023
Q4
$218K Buy
3,477
+256
+8% +$16.1K ﹤0.01% 425
2023
Q3
$182K Buy
3,221
+1,086
+51% +$61.4K ﹤0.01% 457
2023
Q2
$124K Sell
2,135
-3,809
-64% -$221K ﹤0.01% 459
2023
Q1
$430K Buy
5,944
+103
+2% +$7.45K 0.01% 326
2022
Q4
$355K Buy
5,841
+2,137
+58% +$130K 0.01% 321
2022
Q3
$233K Buy
3,704
+946
+34% +$59.5K ﹤0.01% 322
2022
Q2
$194K Buy
+2,758
New +$194K ﹤0.01% 327