Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$155K Buy
4,537
+1,133
+33% +$38.8K ﹤0.01% 860
2025
Q1
$126K Buy
3,404
+44
+1% +$1.63K ﹤0.01% 895
2024
Q4
$130K Sell
3,360
-2,861
-46% -$111K ﹤0.01% 820
2024
Q3
$230K Buy
6,221
+3,300
+113% +$122K ﹤0.01% 795
2024
Q2
$115K Buy
2,921
+1,743
+148% +$68.7K ﹤0.01% 918
2024
Q1
$46.4K Sell
1,178
-72
-6% -$2.84K ﹤0.01% 941
2023
Q4
$52K Buy
1,250
+495
+66% +$20.6K ﹤0.01% 925
2023
Q3
$27K Buy
755
+371
+97% +$13.3K ﹤0.01% 1082
2023
Q2
$12K Sell
384
-1,985
-84% -$62K ﹤0.01% 1256
2023
Q1
$65K Buy
2,369
+785
+50% +$21.5K ﹤0.01% 924
2022
Q4
$54K Buy
1,584
+770
+95% +$26.3K ﹤0.01% 883
2022
Q3
$23K Buy
814
+684
+526% +$19.3K ﹤0.01% 1044
2022
Q2
$4K Buy
+130
New +$4K ﹤0.01% 1534