Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$343K Sell
3,043
-645
-17% -$72.8K ﹤0.01% 588
2025
Q1
$342K Buy
3,688
+166
+5% +$15.4K ﹤0.01% 602
2024
Q4
$376K Buy
3,522
+57
+2% +$6.09K ﹤0.01% 582
2024
Q3
$358K Sell
3,465
-21
-0.6% -$2.17K ﹤0.01% 603
2024
Q2
$307K Sell
3,486
-257
-7% -$22.7K ﹤0.01% 619
2024
Q1
$367K Buy
3,743
+86
+2% +$8.44K ﹤0.01% 548
2023
Q4
$338K Buy
3,657
+126
+4% +$11.6K ﹤0.01% 568
2023
Q3
$293K Buy
3,531
+126
+4% +$10.5K ﹤0.01% 582
2023
Q2
$288K Sell
3,405
-852
-20% -$72.2K ﹤0.01% 602
2023
Q1
$359K Buy
4,257
+67
+2% +$5.65K ﹤0.01% 541
2022
Q4
$356K Buy
4,190
+94
+2% +$7.99K ﹤0.01% 530
2022
Q3
$280K Buy
4,096
+724
+21% +$49.5K ﹤0.01% 564
2022
Q2
$220K Sell
3,372
-766
-19% -$50K ﹤0.01% 650
2022
Q1
$318K Buy
4,138
+874
+27% +$67.2K ﹤0.01% 572
2021
Q4
$252K Buy
+3,264
New +$252K ﹤0.01% 652