Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$311K Sell
980
-10
-1% -$3.18K ﹤0.01% 1257
2025
Q1
$334K Sell
990
-1,353
-58% -$456K ﹤0.01% 1223
2024
Q4
$808K Sell
2,343
-133
-5% -$45.9K ﹤0.01% 972
2024
Q3
$837K Sell
2,476
-131
-5% -$44.3K ﹤0.01% 959
2024
Q2
$766K Buy
2,607
+47
+2% +$13.8K ﹤0.01% 954
2024
Q1
$840K Sell
2,560
-167
-6% -$54.8K ﹤0.01% 933
2023
Q4
$765K Sell
2,727
-1,279
-32% -$359K ﹤0.01% 970
2023
Q3
$903K Sell
4,006
-125
-3% -$28.2K ﹤0.01% 873
2023
Q2
$918K Buy
4,131
+832
+25% +$185K ﹤0.01% 903
2023
Q1
$688K Buy
3,299
+1,577
+92% +$329K ﹤0.01% 992
2022
Q4
$306K Sell
1,722
-1,405
-45% -$250K ﹤0.01% 1292
2022
Q3
$522K Buy
3,127
+84
+3% +$14K ﹤0.01% 1069
2022
Q2
$556K Buy
+3,043
New +$556K ﹤0.01% 966