Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$542K Sell
6,662
-1,309
-16% -$106K ﹤0.01% 694
2025
Q1
$482K Buy
7,971
+900
+13% +$54.4K ﹤0.01% 757
2024
Q4
$600K Buy
7,071
+1,491
+27% +$126K 0.01% 556
2024
Q3
$344K Buy
5,580
+124
+2% +$7.64K ﹤0.01% 709
2024
Q2
$263K Buy
5,456
+3
+0.1% +$145 ﹤0.01% 749
2024
Q1
$270K Hold
5,453
﹤0.01% 694
2023
Q4
$245K Sell
5,453
-108,058
-95% -$4.86M ﹤0.01% 679
2023
Q3
$5.36M Buy
113,511
+108,197
+2,036% +$5.11M 0.09% 120
2023
Q2
$226K Sell
5,314
-509
-9% -$21.6K ﹤0.01% 632
2023
Q1
$306K Sell
5,823
-204
-3% -$10.7K 0.01% 530
2022
Q4
$307K Buy
6,027
+669
+12% +$34.1K 0.01% 508
2022
Q3
$217K Sell
5,358
-104
-2% -$4.21K ﹤0.01% 524
2022
Q2
$250K Buy
5,462
+44
+0.8% +$2.01K 0.01% 486
2022
Q1
$328K Buy
+5,418
New +$328K 0.01% 431