Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$327K Buy
63,126
+12,900
+26% +$66.8K ﹤0.01% 603
2025
Q1
$265K Buy
50,226
+10,033
+25% +$52.9K ﹤0.01% 611
2024
Q4
$178K Sell
40,193
-7,869
-16% -$34.9K ﹤0.01% 691
2024
Q3
$182K Buy
48,062
+33,386
+227% +$126K ﹤0.01% 907
2024
Q2
$52K Buy
14,676
+4,829
+49% +$17.1K ﹤0.01% 1238
2024
Q1
$34.9K Buy
9,847
+619
+7% +$2.19K ﹤0.01% 1040
2023
Q4
$34K Buy
9,228
+996
+12% +$3.67K ﹤0.01% 1091
2023
Q3
$35K Sell
8,232
-2,171
-21% -$9.23K ﹤0.01% 976
2023
Q2
$51K Sell
10,403
-12,047
-54% -$59.1K ﹤0.01% 688
2023
Q1
$104K Buy
22,450
+2,130
+10% +$9.87K ﹤0.01% 755
2022
Q4
$87K Buy
20,320
+9,394
+86% +$40.2K ﹤0.01% 717
2022
Q3
$50K Buy
10,926
+3,577
+49% +$16.4K ﹤0.01% 753
2022
Q2
$40K Buy
+7,349
New +$40K ﹤0.01% 753