Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$145K Buy
1,073
+227
+27% +$30.7K ﹤0.01% 886
2025
Q1
$108K Buy
846
+279
+49% +$35.7K ﹤0.01% 956
2024
Q4
$88.7K Sell
567
-125
-18% -$19.6K ﹤0.01% 981
2024
Q3
$71.4K Sell
692
-2,136
-76% -$220K ﹤0.01% 1405
2024
Q2
$268K Buy
2,828
+2,788
+6,970% +$264K ﹤0.01% 598
2024
Q1
$3.79K Sell
40
-157
-80% -$14.9K ﹤0.01% 1688
2023
Q4
$18K Buy
197
+53
+37% +$4.84K ﹤0.01% 1339
2023
Q3
$14K Sell
144
-11
-7% -$1.07K ﹤0.01% 1299
2023
Q2
$15K Sell
155
-852
-85% -$82.5K ﹤0.01% 1164
2023
Q1
$103K Buy
1,007
+192
+24% +$19.6K ﹤0.01% 760
2022
Q4
$71K Buy
815
+379
+87% +$33K ﹤0.01% 787
2022
Q3
$34K Buy
436
+325
+293% +$25.3K ﹤0.01% 896
2022
Q2
$9K Buy
+111
New +$9K ﹤0.01% 1246