Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$13K Sell
517
-19
-4% -$478 0.01% 1428
2025
Q1
$11K Sell
536
-835
-61% -$17.1K 0.01% 1457
2024
Q4
$31K Sell
1,371
-2,772
-67% -$62.7K 0.02% 1027
2024
Q3
$94K Buy
4,143
+3,611
+679% +$81.9K 0.06% 558
2024
Q2
$9K Buy
532
+232
+77% +$3.93K 0.01% 1641
2024
Q1
$8K Buy
300
+30
+11% +$800 0.01% 1718
2023
Q4
$11K Buy
270
+6
+2% +$244 0.01% 1520
2023
Q3
$8K Buy
264
+3
+1% +$91 0.01% 1583
2023
Q2
$11K Sell
261
-146
-36% -$6.15K 0.01% 1400
2023
Q1
$14K Sell
407
-163
-29% -$5.61K 0.01% 1159
2022
Q4
$17K Buy
570
+304
+114% +$9.07K 0.01% 1091
2022
Q3
$9K Buy
266
+121
+83% +$4.09K 0.01% 1317
2022
Q2
$5K Sell
145
-5
-3% -$172 ﹤0.01% 1421
2022
Q1
$15K Buy
150
+49
+49% +$4.9K 0.01% 1158
2021
Q4
$15K Buy
+101
New +$15K 0.02% 923