Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$210K Buy
15,017
+363
+2% +$5.08K ﹤0.01% 3325
2025
Q1
$136K Sell
14,654
-560
-4% -$5.21K ﹤0.01% 3646
2024
Q4
$117K Buy
15,214
+1,747
+13% +$13.4K ﹤0.01% 3915
2024
Q3
$63.7K Buy
13,467
+9,524
+242% +$45K ﹤0.01% 4165
2024
Q2
$13.4K Buy
3,943
+1,568
+66% +$5.32K ﹤0.01% 4345
2024
Q1
$5.94K Sell
2,375
-152
-6% -$380 ﹤0.01% 4530
2023
Q4
$12.9K Buy
2,527
+1,437
+132% +$7.36K ﹤0.01% 4370
2023
Q3
$2.75K Sell
1,090
-3,197
-75% -$8.06K ﹤0.01% 4132
2023
Q2
$8.75K Buy
4,287
+4,228
+7,166% +$8.63K ﹤0.01% 4396
2023
Q1
$121 Sell
59
-36
-38% -$74 ﹤0.01% 4543
2022
Q4
$195 Sell
95
-131
-58% -$269 ﹤0.01% 4798
2022
Q3
$1K Sell
226
-620
-73% -$2.74K ﹤0.01% 4830
2022
Q2
$3K Sell
846
-2,024
-71% -$7.18K ﹤0.01% 4995
2022
Q1
$10K Buy
+2,870
New +$10K ﹤0.01% 4753