Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$371K Sell
3,295
-1,114
-25% -$125K 0.01% 1060
2025
Q1
$500K Sell
4,409
-758
-15% -$85.9K 0.01% 782
2024
Q4
$578K Buy
5,167
+212
+4% +$23.7K 0.02% 533
2024
Q3
$690K Buy
4,955
+4,939
+30,869% +$688K 0.03% 472
2024
Q2
$1.85K Hold
16
﹤0.01% 2822
2024
Q1
$2.09K Hold
16
﹤0.01% 2476
2023
Q4
$1.99K Buy
16
+5
+45% +$622 ﹤0.01% 2429
2023
Q3
$1.16K Hold
11
﹤0.01% 2036
2023
Q2
$1.24K Hold
11
﹤0.01% 1908
2023
Q1
$1.18K Buy
11
+7
+175% +$752 ﹤0.01% 1806
2022
Q4
$444 Buy
+4
New +$444 ﹤0.01% 1855