Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$582K Buy
8,121
+55
+0.7% +$3.94K ﹤0.01% 805
2025
Q1
$612K Buy
8,066
+1,100
+16% +$83.4K ﹤0.01% 768
2024
Q4
$570K Sell
6,966
-57
-0.8% -$4.66K ﹤0.01% 816
2024
Q3
$473K Sell
7,023
-240
-3% -$16.2K ﹤0.01% 905
2024
Q2
$538K Hold
7,263
﹤0.01% 832
2024
Q1
$570K Sell
7,263
-1,641
-18% -$129K ﹤0.01% 811
2023
Q4
$557K Buy
8,904
+1,661
+23% +$104K ﹤0.01% 811
2023
Q3
$376K Sell
7,243
-10,116
-58% -$525K ﹤0.01% 878
2023
Q2
$925K Sell
17,359
-100
-0.6% -$5.33K 0.01% 596
2023
Q1
$864K Buy
17,459
+7,435
+74% +$368K 0.01% 604
2022
Q4
$470K Buy
10,024
+5,000
+100% +$234K ﹤0.01% 822
2022
Q3
$215K Buy
+5,024
New +$215K ﹤0.01% 1065