Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$363K Buy
453
+56
+14% +$44.9K 0.01% 903
2025
Q1
$263K Sell
397
-45
-10% -$29.8K 0.01% 984
2024
Q4
$306K Buy
442
+27
+7% +$18.7K 0.01% 862
2024
Q3
$346K Buy
415
+17
+4% +$14.2K 0.01% 796
2024
Q2
$407K Sell
398
-99
-20% -$101K 0.01% 679
2024
Q1
$482K Sell
497
-112
-18% -$109K 0.02% 603
2023
Q4
$461K Buy
609
+360
+145% +$272K 0.02% 558
2023
Q3
$147K Sell
249
-38
-13% -$22.4K 0.01% 902
2023
Q2
$208K Buy
287
+8
+3% +$5.8K 0.01% 785
2023
Q1
$190K Buy
279
+24
+9% +$16.3K 0.01% 795
2022
Q4
$139K Buy
255
+2
+0.8% +$1.09K 0.01% 873
2022
Q3
$120K Hold
253
0.01% 891
2022
Q2
$120K Buy
+253
New +$120K 0.01% 891
2021
Q4
$170K Sell
214
-68
-24% -$54K 0.01% 786
2021
Q3
$210K Buy
282
+94
+50% +$70K 0.01% 996
2021
Q2
$130K Buy
188
+100
+114% +$69.1K ﹤0.01% 1253
2021
Q1
$55K Buy
+88
New +$55K ﹤0.01% 1636