Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$692K Buy
6,876
+25
+0.4% +$2.52K ﹤0.01% 748
2025
Q1
$523K Buy
6,851
+93
+1% +$7.1K ﹤0.01% 829
2024
Q4
$467K Sell
6,758
-75
-1% -$5.18K ﹤0.01% 883
2024
Q3
$499K Buy
6,833
+163
+2% +$11.9K ﹤0.01% 884
2024
Q2
$447K Sell
6,670
-2,435
-27% -$163K ﹤0.01% 891
2024
Q1
$247K Sell
9,105
-385
-4% -$10.4K ﹤0.01% 1090
2023
Q4
$294K Sell
9,490
-119
-1% -$3.69K ﹤0.01% 1019
2023
Q3
$243K Sell
9,609
-156
-2% -$3.94K ﹤0.01% 1026
2023
Q2
$206K Buy
+9,765
New +$206K ﹤0.01% 1086
2023
Q1
Sell
-10,040
Closed -$201K 1168
2022
Q4
$201K Buy
+10,040
New +$201K ﹤0.01% 1071