Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$233K Sell
4,292
-3,804
-47% -$207K ﹤0.01% 711
2025
Q1
$408K Buy
8,096
+3,389
+72% +$171K 0.01% 464
2024
Q4
$214K Sell
4,707
-5,987
-56% -$272K ﹤0.01% 624
2024
Q3
$491K Buy
10,694
+7,033
+192% +$323K 0.01% 474
2024
Q2
$158K Buy
3,661
+2,135
+140% +$92.4K ﹤0.01% 797
2024
Q1
$66.1K Buy
1,526
+75
+5% +$3.25K ﹤0.01% 832
2023
Q4
$50K Buy
1,451
+694
+92% +$23.9K ﹤0.01% 940
2023
Q3
$25K Buy
757
+229
+43% +$7.56K ﹤0.01% 1102
2023
Q2
$17K Sell
528
-4,466
-89% -$144K ﹤0.01% 1113
2023
Q1
$138K Sell
4,994
-182
-4% -$5.03K ﹤0.01% 661
2022
Q4
$126K Buy
5,176
+1,939
+60% +$47.2K ﹤0.01% 588
2022
Q3
$87K Buy
3,237
+626
+24% +$16.8K ﹤0.01% 573
2022
Q2
$81K Buy
+2,611
New +$81K ﹤0.01% 559