Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$263K Sell
960
-216
-18% -$59.2K ﹤0.01% 2449
2025
Q1
$411K Buy
1,176
+21
+2% +$7.34K ﹤0.01% 1950
2024
Q4
$526K Sell
1,155
-217
-16% -$98.9K ﹤0.01% 1833
2024
Q3
$600K Sell
1,372
-12
-0.9% -$5.25K ﹤0.01% 1647
2024
Q2
$656K Buy
1,384
+54
+4% +$25.6K ﹤0.01% 1600
2024
Q1
$778K Sell
1,330
-53
-4% -$31K 0.01% 1397
2023
Q4
$606K Buy
1,383
+4
+0.3% +$1.75K ﹤0.01% 1405
2023
Q3
$550K Buy
1,379
+288
+26% +$115K 0.01% 1323
2023
Q2
$374K Sell
1,091
-121
-10% -$41.4K ﹤0.01% 1477
2023
Q1
$330K Sell
1,212
-484
-29% -$132K ﹤0.01% 1507
2022
Q4
$356K Buy
+1,696
New +$356K ﹤0.01% 1622