Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$172K Sell
887
-336
-27% -$65.1K ﹤0.01% 821
2025
Q1
$144K Buy
1,223
+53
+5% +$6.22K ﹤0.01% 841
2024
Q4
$161K Sell
1,170
-7,884
-87% -$1.09M ﹤0.01% 730
2024
Q3
$778K Buy
9,054
+5,192
+134% +$446K 0.01% 332
2024
Q2
$269K Buy
3,862
+3,109
+413% +$217K ﹤0.01% 597
2024
Q1
$52.4K Buy
753
+36
+5% +$2.51K ﹤0.01% 898
2023
Q4
$24K Buy
717
+442
+161% +$14.8K ﹤0.01% 1216
2023
Q3
$8K Buy
275
+60
+28% +$1.75K ﹤0.01% 1497
2023
Q2
$5K Sell
215
-463
-68% -$10.8K ﹤0.01% 1558
2023
Q1
$16K Sell
678
-254
-27% -$5.99K ﹤0.01% 1464
2022
Q4
$19K Buy
932
+672
+258% +$13.7K ﹤0.01% 1316
2022
Q3
$6K Buy
260
+29
+13% +$669 ﹤0.01% 1534
2022
Q2
$5K Buy
+231
New +$5K ﹤0.01% 1467