Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$113K Buy
1,609
+381
+31% +$26.7K ﹤0.01% 998
2025
Q1
$83.7K Buy
1,228
+303
+33% +$20.7K ﹤0.01% 1075
2024
Q4
$69.1K Sell
925
-385
-29% -$28.7K ﹤0.01% 1102
2024
Q3
$112K Buy
1,310
+918
+234% +$78.7K ﹤0.01% 1157
2024
Q2
$32.9K Buy
392
+262
+202% +$22K ﹤0.01% 1448
2024
Q1
$10.9K Sell
130
-33
-20% -$2.77K ﹤0.01% 1417
2023
Q4
$12K Buy
163
+99
+155% +$7.29K ﹤0.01% 1521
2023
Q3
$5K Buy
+64
New +$5K ﹤0.01% 1643
2023
Q2
Sell
-1,296
Closed -$95K 2337
2023
Q1
$95K Buy
1,296
+128
+11% +$9.38K ﹤0.01% 784
2022
Q4
$68K Buy
1,168
+792
+211% +$46.1K ﹤0.01% 798
2022
Q3
$24K Buy
376
+153
+69% +$9.77K ﹤0.01% 1019
2022
Q2
$17K Buy
+223
New +$17K ﹤0.01% 1017