Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.06M Sell
4,960
-293
-6% -$62.4K ﹤0.01% 663
2025
Q1
$803K Sell
5,253
-1,149
-18% -$176K ﹤0.01% 682
2024
Q4
$1.37M Buy
6,402
+184
+3% +$39.5K ﹤0.01% 736
2024
Q3
$1.07M Sell
6,218
-1,770
-22% -$303K ﹤0.01% 678
2024
Q2
$994K Buy
7,988
+169
+2% +$21K ﹤0.01% 664
2024
Q1
$729K Buy
7,819
+6,663
+576% +$621K ﹤0.01% 699
2023
Q4
$141K Sell
1,156
-64
-5% -$7.81K ﹤0.01% 927
2023
Q3
$139K Sell
1,220
-704
-37% -$80.2K ﹤0.01% 889
2023
Q2
$227K Buy
1,924
+1,196
+164% +$141K ﹤0.01% 897
2023
Q1
$104K Buy
728
+122
+20% +$17.4K ﹤0.01% 1188
2022
Q4
$62K Hold
606
﹤0.01% 1348
2022
Q3
$48K Hold
606
﹤0.01% 1399
2022
Q2
$99K Hold
606
﹤0.01% 1225
2022
Q1
$150K Buy
+606
New +$150K ﹤0.01% 1102