Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$378K Buy
14,529
+3,048
+27% +$79.3K 0.01% 1050
2025
Q1
$289K Sell
11,481
-363
-3% -$9.14K 0.01% 1050
2024
Q4
$251K Sell
11,844
-8,511
-42% -$180K 0.01% 887
2024
Q3
$393K Buy
20,355
+1,540
+8% +$29.7K 0.01% 691
2024
Q2
$321K Buy
18,815
+285
+2% +$4.86K 0.02% 646
2024
Q1
$319K Buy
18,530
+1,495
+9% +$25.8K 0.02% 524
2023
Q4
$323K Buy
17,035
+15,965
+1,492% +$302K 0.02% 428
2023
Q3
$17.6K Sell
1,070
-235
-18% -$3.87K ﹤0.01% 1120
2023
Q2
$23.5K Buy
1,305
+90
+7% +$1.62K 0.01% 953
2023
Q1
$22K Buy
1,215
+935
+334% +$17K 0.01% 871
2022
Q4
$4.27K Buy
+280
New +$4.27K ﹤0.01% 1224