Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$118K Sell
910
-112
-11% -$14.5K ﹤0.01% 983
2025
Q1
$123K Buy
1,022
+147
+17% +$17.7K ﹤0.01% 905
2024
Q4
$102K Sell
875
-2,322
-73% -$271K ﹤0.01% 932
2024
Q3
$505K Buy
3,197
+1,181
+59% +$187K 0.01% 465
2024
Q2
$399K Buy
2,016
+1,195
+146% +$236K 0.01% 463
2024
Q1
$162K Sell
821
-50
-6% -$9.9K ﹤0.01% 573
2023
Q4
$136K Buy
871
+280
+47% +$43.7K ﹤0.01% 573
2023
Q3
$97K Buy
591
+31
+6% +$5.09K ﹤0.01% 629
2023
Q2
$87K Sell
560
-858
-61% -$133K ﹤0.01% 535
2023
Q1
$187K Sell
1,418
-96
-6% -$12.7K ﹤0.01% 567
2022
Q4
$162K Buy
1,514
+739
+95% +$79.1K ﹤0.01% 527
2022
Q3
$81K Buy
775
+497
+179% +$51.9K ﹤0.01% 605
2022
Q2
$42K Buy
+278
New +$42K ﹤0.01% 737