Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$155K Sell
15,938
-9,938
-38% -$96.5K ﹤0.01% 864
2025
Q1
$258K Buy
25,876
+1,248
+5% +$12.5K ﹤0.01% 622
2024
Q4
$218K Buy
24,628
+7,159
+41% +$63.5K ﹤0.01% 612
2024
Q3
$195K Buy
17,469
+2,589
+17% +$28.9K ﹤0.01% 862
2024
Q2
$181K Buy
14,880
+3,794
+34% +$46.2K ﹤0.01% 749
2024
Q1
$135K Buy
11,086
+989
+10% +$12.1K ﹤0.01% 628
2023
Q4
$136K Buy
10,097
+932
+10% +$12.6K ﹤0.01% 574
2023
Q3
$123K Buy
9,165
+4,306
+89% +$57.8K ﹤0.01% 566
2023
Q2
$76K Sell
4,859
-14,657
-75% -$229K ﹤0.01% 568
2023
Q1
$331K Buy
19,516
+5,185
+36% +$87.9K 0.01% 381
2022
Q4
$191K Buy
14,331
+8,347
+139% +$111K ﹤0.01% 468
2022
Q3
$88K Sell
5,984
-7,613
-56% -$112K ﹤0.01% 571
2022
Q2
$272K Buy
+13,597
New +$272K ﹤0.01% 277