Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$285K Buy
2,532
+60
+2% +$6.76K ﹤0.01% 648
2025
Q1
$278K Buy
2,472
+1,083
+78% +$122K ﹤0.01% 592
2024
Q4
$155K Sell
1,389
-144
-9% -$16.1K ﹤0.01% 742
2024
Q3
$180K Buy
1,533
+165
+12% +$19.4K ﹤0.01% 915
2024
Q2
$178K Buy
1,368
+447
+49% +$58.3K ﹤0.01% 753
2024
Q1
$120K Sell
921
-420
-31% -$54.8K ﹤0.01% 660
2023
Q4
$141K Buy
1,341
+583
+77% +$61.3K ﹤0.01% 560
2023
Q3
$85K Buy
758
+397
+110% +$44.5K ﹤0.01% 669
2023
Q2
$39K Sell
361
-1,581
-81% -$171K ﹤0.01% 789
2023
Q1
$215K Buy
1,942
+390
+25% +$43.2K ﹤0.01% 517
2022
Q4
$138K Buy
1,552
+765
+97% +$68K ﹤0.01% 565
2022
Q3
$73K Buy
787
+167
+27% +$15.5K ﹤0.01% 633
2022
Q2
$57K Buy
+620
New +$57K ﹤0.01% 649