Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$101K Sell
2,642
-478
-15% -$18.2K ﹤0.01% 1045
2025
Q1
$134K Buy
3,120
+41
+1% +$1.76K ﹤0.01% 873
2024
Q4
$125K Sell
3,079
-870
-22% -$35.2K ﹤0.01% 848
2024
Q3
$185K Buy
3,949
+2,156
+120% +$101K ﹤0.01% 899
2024
Q2
$93.1K Buy
1,793
+347
+24% +$18K ﹤0.01% 1008
2024
Q1
$75K Sell
1,446
-221
-13% -$11.5K ﹤0.01% 791
2023
Q4
$80K Buy
1,667
+284
+21% +$13.6K ﹤0.01% 774
2023
Q3
$53K Buy
1,383
+600
+77% +$23K ﹤0.01% 829
2023
Q2
$28K Sell
783
-3,689
-82% -$132K ﹤0.01% 918
2023
Q1
$227K Buy
4,472
+1,450
+48% +$73.6K ﹤0.01% 500
2022
Q4
$139K Buy
3,022
+1,134
+60% +$52.2K ﹤0.01% 564
2022
Q3
$84K Buy
1,888
+1,319
+232% +$58.7K ﹤0.01% 592
2022
Q2
$31K Buy
+569
New +$31K ﹤0.01% 826