Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$186K Sell
8,530
-1,740
-17% -$37.9K ﹤0.01% 796
2025
Q1
$225K Buy
10,270
+1,515
+17% +$33.1K ﹤0.01% 661
2024
Q4
$194K Sell
8,755
-5,128
-37% -$114K ﹤0.01% 671
2024
Q3
$341K Buy
13,883
+9,174
+195% +$225K ﹤0.01% 623
2024
Q2
$116K Buy
4,709
+3,753
+393% +$92.5K ﹤0.01% 910
2024
Q1
$23.6K Sell
956
-755
-44% -$18.6K ﹤0.01% 1170
2023
Q4
$35K Buy
1,711
+1,274
+292% +$26.1K ﹤0.01% 1073
2023
Q3
$10K Buy
437
+99
+29% +$2.27K ﹤0.01% 1415
2023
Q2
$8K Sell
338
-3,245
-91% -$76.8K ﹤0.01% 1388
2023
Q1
$82K Buy
3,583
+1,503
+72% +$34.4K ﹤0.01% 840
2022
Q4
$52K Buy
2,080
+380
+22% +$9.5K ﹤0.01% 897
2022
Q3
$52K Buy
1,700
+1,476
+659% +$45.1K ﹤0.01% 736
2022
Q2
$8K Buy
+224
New +$8K ﹤0.01% 1291