Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$263K Sell
3,254
-127
-4% -$10.3K ﹤0.01% 670
2025
Q1
$275K Sell
3,381
-237
-7% -$19.3K ﹤0.01% 596
2024
Q4
$264K Sell
3,618
-7,830
-68% -$572K ﹤0.01% 564
2024
Q3
$585K Buy
11,448
+6,587
+136% +$337K 0.01% 406
2024
Q2
$261K Buy
4,861
+3,086
+174% +$166K ﹤0.01% 606
2024
Q1
$95.2K Sell
1,775
-1,246
-41% -$66.9K ﹤0.01% 731
2023
Q4
$148K Buy
3,021
+1,526
+102% +$74.8K ﹤0.01% 547
2023
Q3
$71K Buy
1,495
+336
+29% +$16K ﹤0.01% 739
2023
Q2
$46K Sell
1,159
-3,404
-75% -$135K ﹤0.01% 723
2023
Q1
$188K Buy
4,563
+1,636
+56% +$67.4K ﹤0.01% 566
2022
Q4
$114K Buy
2,927
+1,436
+96% +$55.9K ﹤0.01% 624
2022
Q3
$51K Buy
1,491
+1,038
+229% +$35.5K ﹤0.01% 745
2022
Q2
$14K Buy
+453
New +$14K ﹤0.01% 1099