Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$508K Sell
1,065
-66
-6% -$31.5K 0.01% 899
2025
Q1
$418K Buy
1,131
+90
+9% +$33.3K 0.01% 858
2024
Q4
$421K Sell
1,041
-261
-20% -$105K 0.02% 656
2024
Q3
$657K Buy
1,302
+965
+286% +$487K 0.02% 486
2024
Q2
$144K Buy
337
+256
+316% +$110K 0.01% 978
2024
Q1
$30.4K Buy
81
+65
+406% +$24.4K ﹤0.01% 1363
2023
Q4
$5.18K Buy
16
+2
+14% +$648 ﹤0.01% 1949
2023
Q3
$4.4K Buy
14
+1
+8% +$314 ﹤0.01% 1558
2023
Q2
$4.43K Hold
13
﹤0.01% 1475
2023
Q1
$3.85K Hold
13
﹤0.01% 1419
2022
Q4
$3.91K Buy
+13
New +$3.91K ﹤0.01% 1251