Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$105K Sell
1,177
-11
-0.9% -$984 ﹤0.01% 1031
2025
Q1
$90.1K Buy
1,188
+99
+9% +$7.51K ﹤0.01% 1038
2024
Q4
$84.2K Sell
1,089
-1,757
-62% -$136K ﹤0.01% 1008
2024
Q3
$172K Buy
2,846
+1,396
+96% +$84.1K ﹤0.01% 939
2024
Q2
$91.5K Buy
1,450
+499
+52% +$31.5K ﹤0.01% 1016
2024
Q1
$60K Sell
951
-1,010
-52% -$63.7K ﹤0.01% 858
2023
Q4
$95K Buy
1,961
+619
+46% +$30K ﹤0.01% 695
2023
Q3
$67K Buy
1,342
+64
+5% +$3.2K ﹤0.01% 748
2023
Q2
$70K Sell
1,278
-268
-17% -$14.7K ﹤0.01% 591
2023
Q1
$95K Sell
1,546
-20
-1% -$1.23K ﹤0.01% 785
2022
Q4
$88K Buy
1,566
+1,179
+305% +$66.3K ﹤0.01% 713
2022
Q3
$59K Sell
387
-720
-65% -$110K ﹤0.01% 691
2022
Q2
$66K Buy
+1,107
New +$66K ﹤0.01% 613