Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$215K Buy
2,895
+116
+4% +$8.62K ﹤0.01% 747
2025
Q1
$181K Sell
2,779
-53
-2% -$3.46K ﹤0.01% 751
2024
Q4
$242K Sell
2,832
-4,775
-63% -$408K ﹤0.01% 578
2024
Q3
$441K Buy
7,607
+4,249
+127% +$247K 0.01% 520
2024
Q2
$225K Buy
3,358
+588
+21% +$39.4K ﹤0.01% 659
2024
Q1
$186K Buy
2,770
+52
+2% +$3.48K ﹤0.01% 529
2023
Q4
$158K Sell
2,718
-56
-2% -$3.26K ﹤0.01% 525
2023
Q3
$185K Sell
2,774
-61
-2% -$4.07K ﹤0.01% 453
2023
Q2
$215K Sell
2,835
-1,195
-30% -$90.6K ﹤0.01% 350
2023
Q1
$287K Sell
4,030
-5,442
-57% -$388K ﹤0.01% 421
2022
Q4
$815K Buy
9,472
+1,838
+24% +$158K 0.01% 193
2022
Q3
$533K Buy
7,634
+2,701
+55% +$189K 0.01% 197
2022
Q2
$570K Buy
+4,933
New +$570K 0.01% 180