Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$280K Sell
4,857
-29
-0.6% -$1.67K ﹤0.01% 654
2025
Q1
$207K Buy
4,886
+1,039
+27% +$44K ﹤0.01% 699
2024
Q4
$168K Buy
3,847
+1,385
+56% +$60.4K ﹤0.01% 713
2024
Q3
$287K Sell
2,462
-1,528
-38% -$178K ﹤0.01% 700
2024
Q2
$232K Buy
3,990
+1,587
+66% +$92.4K ﹤0.01% 652
2024
Q1
$140K Buy
2,403
+653
+37% +$38K ﹤0.01% 614
2023
Q4
$67K Sell
1,750
-1,313
-43% -$50.3K ﹤0.01% 834
2023
Q3
$136K Buy
3,063
+2,148
+235% +$95.4K ﹤0.01% 534
2023
Q2
$35K Sell
915
-7,455
-89% -$285K ﹤0.01% 835
2023
Q1
$251K Buy
8,370
+3,207
+62% +$96.2K ﹤0.01% 475
2022
Q4
$120K Buy
5,163
+2,465
+91% +$57.3K ﹤0.01% 607
2022
Q3
$73K Buy
2,698
+103
+4% +$2.79K ﹤0.01% 632
2022
Q2
$90K Buy
+2,595
New +$90K ﹤0.01% 530