Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$191K Buy
1,954
+602
+45% +$58.9K ﹤0.01% 787
2025
Q1
$103K Buy
1,352
+87
+7% +$6.63K ﹤0.01% 974
2024
Q4
$95.7K Sell
1,265
-1,744
-58% -$132K ﹤0.01% 958
2024
Q3
$199K Sell
3,009
-117
-4% -$7.75K ﹤0.01% 849
2024
Q2
$194K Buy
3,126
+1,288
+70% +$80.1K ﹤0.01% 722
2024
Q1
$114K Sell
1,838
-610
-25% -$37.9K ﹤0.01% 676
2023
Q4
$133K Buy
2,448
+428
+21% +$23.3K ﹤0.01% 582
2023
Q3
$122K Buy
2,020
+1,226
+154% +$74K ﹤0.01% 570
2023
Q2
$48K Sell
794
-4,761
-86% -$288K ﹤0.01% 709
2023
Q1
$318K Buy
5,555
+1,912
+52% +$109K 0.01% 389
2022
Q4
$168K Buy
3,643
+1,838
+102% +$84.8K ﹤0.01% 515
2022
Q3
$74K Buy
1,805
+1,039
+136% +$42.6K ﹤0.01% 628
2022
Q2
$31K Buy
+766
New +$31K ﹤0.01% 827