Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$126K Buy
1,322
+332
+34% +$31.6K ﹤0.01% 944
2025
Q1
$96.4K Sell
990
-212
-18% -$20.6K ﹤0.01% 1010
2024
Q4
$125K Sell
1,202
-2,614
-69% -$272K ﹤0.01% 845
2024
Q3
$393K Buy
3,816
+2,416
+173% +$249K 0.01% 557
2024
Q2
$173K Buy
1,400
+883
+171% +$109K ﹤0.01% 763
2024
Q1
$64.1K Buy
517
+67
+15% +$8.31K ﹤0.01% 839
2023
Q4
$38K Buy
450
+127
+39% +$10.7K ﹤0.01% 1032
2023
Q3
$27K Buy
323
+74
+30% +$6.19K ﹤0.01% 1077
2023
Q2
$19K Sell
249
-126
-34% -$9.61K ﹤0.01% 1066
2023
Q1
$37K Sell
375
-53
-12% -$5.23K ﹤0.01% 1144
2022
Q4
$24K Buy
428
+182
+74% +$10.2K ﹤0.01% 1238
2022
Q3
$14K Buy
246
+27
+12% +$1.54K ﹤0.01% 1235
2022
Q2
$13K Buy
+219
New +$13K ﹤0.01% 1115