Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$318K Buy
2,759
+380
+16% +$43.8K ﹤0.01% 612
2025
Q1
$227K Buy
2,379
+568
+31% +$54.2K ﹤0.01% 658
2024
Q4
$193K Sell
1,811
-3,657
-67% -$389K ﹤0.01% 672
2024
Q3
$361K Buy
5,468
+2,680
+96% +$177K ﹤0.01% 597
2024
Q2
$215K Buy
2,788
+2,517
+929% +$194K ﹤0.01% 681
2024
Q1
$20.9K Sell
271
-1,068
-80% -$82.4K ﹤0.01% 1215
2023
Q4
$73K Buy
1,339
+1,129
+538% +$61.6K ﹤0.01% 805
2023
Q3
$14K Sell
210
-140
-40% -$9.33K ﹤0.01% 1303
2023
Q2
$16K Sell
350
-13
-4% -$594 ﹤0.01% 1138
2023
Q1
$13K Buy
363
+49
+16% +$1.76K ﹤0.01% 1523
2022
Q4
$8K Sell
314
-26
-8% -$662 ﹤0.01% 1602
2022
Q3
$11K Buy
340
+286
+530% +$9.25K ﹤0.01% 1306
2022
Q2
$37K Buy
+54
New +$37K ﹤0.01% 779