Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$51K Buy
427
+26
+6% +$3.11K ﹤0.01% 957
2025
Q1
$47K Buy
401
+16
+4% +$1.88K ﹤0.01% 711
2024
Q4
$46K Sell
385
-53
-12% -$6.33K ﹤0.01% 669
2024
Q3
$47K Sell
438
-10
-2% -$1.07K ﹤0.01% 669
2024
Q2
$42K Sell
448
-273
-38% -$25.6K ﹤0.01% 675
2024
Q1
$80K Sell
721
-53,699
-99% -$5.96M ﹤0.01% 625
2023
Q4
$4.71M Sell
54,420
-29,515
-35% -$2.56M 0.1% 223
2023
Q3
$5.89M Sell
83,935
-15,217
-15% -$1.07M 0.15% 179
2023
Q2
$6.6M Buy
99,152
+1,943
+2% +$129K 0.17% 172
2023
Q1
$5.74M Sell
97,209
-21,344
-18% -$1.26M 0.16% 173
2022
Q4
$5.56M Buy
118,553
+4,499
+4% +$211K 0.17% 170
2022
Q3
$3.81M Buy
114,054
+45,723
+67% +$1.53M 0.13% 198
2022
Q2
$2.99M Buy
+68,331
New +$2.99M 0.1% 225