Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$123K Sell
476
-215
-31% -$55.5K ﹤0.01% 962
2025
Q1
$155K Buy
691
+239
+53% +$53.5K ﹤0.01% 809
2024
Q4
$103K Sell
452
-522
-54% -$119K ﹤0.01% 928
2024
Q3
$186K Buy
974
+762
+359% +$146K ﹤0.01% 896
2024
Q2
$42K Buy
212
+137
+183% +$27.1K ﹤0.01% 1320
2024
Q1
$14.9K Buy
75
+26
+53% +$5.15K ﹤0.01% 1335
2023
Q4
$7K Sell
49
-88
-64% -$12.6K ﹤0.01% 1721
2023
Q3
$30K Buy
137
+18
+15% +$3.94K ﹤0.01% 1039
2023
Q2
$26K Sell
119
-95
-44% -$20.8K ﹤0.01% 952
2023
Q1
$45K Buy
214
+55
+35% +$11.6K ﹤0.01% 1078
2022
Q4
$35K Buy
159
+67
+73% +$14.7K ﹤0.01% 1075
2022
Q3
$20K Buy
92
+7
+8% +$1.52K ﹤0.01% 1097
2022
Q2
$21K Buy
+85
New +$21K ﹤0.01% 938