Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$473K Sell
6,836
-3,689
-35% -$255K ﹤0.01% 713
2025
Q1
$476K Buy
10,525
+827
+9% +$37.4K ﹤0.01% 735
2024
Q4
$591K Buy
9,698
+3,367
+53% +$205K ﹤0.01% 792
2024
Q3
$258K Buy
6,331
+222
+4% +$9.05K ﹤0.01% 827
2024
Q2
$185K Buy
6,109
+1,211
+25% +$36.7K ﹤0.01% 883
2024
Q1
$182K Buy
4,898
+569
+13% +$21.1K ﹤0.01% 885
2023
Q4
$213K Sell
4,329
-213
-5% -$10.5K ﹤0.01% 830
2023
Q3
$97K Sell
4,542
-43,712
-91% -$934K ﹤0.01% 1021
2023
Q2
$740K Buy
48,254
+2,099
+5% +$32.2K ﹤0.01% 726
2023
Q1
$520K Buy
46,155
+38,629
+513% +$435K ﹤0.01% 777
2022
Q4
$73K Hold
7,526
﹤0.01% 1306
2022
Q3
$141K Hold
7,526
﹤0.01% 1066
2022
Q2
$136K Buy
7,526
+1,073
+17% +$19.4K ﹤0.01% 1109
2022
Q1
$299K Hold
6,453
﹤0.01% 945
2021
Q4
$649K Buy
+6,453
New +$649K ﹤0.01% 802