Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$127K Sell
2,646
-593
-18% -$28.5K 0.07% 415
2025
Q1
$130K Sell
3,239
-572
-15% -$23K 0.09% 335
2024
Q4
$175K Sell
3,811
-568
-13% -$26.1K 0.11% 232
2024
Q3
$205K Sell
4,379
-783
-15% -$36.7K 0.13% 159
2024
Q2
$218K Buy
5,162
+286
+6% +$12.1K 0.14% 143
2024
Q1
$216K Buy
4,876
+4,451
+1,047% +$197K 0.14% 137
2023
Q4
$20K Buy
425
+238
+127% +$11.2K 0.01% 1202
2023
Q3
$8K Buy
187
+4
+2% +$171 0.01% 1565
2023
Q2
$9K Sell
183
-397
-68% -$19.5K 0.01% 1523
2023
Q1
$28K Sell
580
-588
-50% -$28.4K 0.02% 906
2022
Q4
$62K Sell
1,168
-172
-13% -$9.13K 0.05% 635
2022
Q3
$59K Buy
1,340
+1,335
+26,700% +$58.8K 0.05% 634
2022
Q2
$0 Sell
5
-4
-44% ﹤0.01% 2268
2022
Q1
$1K Buy
9
+1
+13% +$111 ﹤0.01% 1916
2021
Q4
$1K Buy
+8
New +$1K ﹤0.01% 1896