Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$227K Buy
1,366
+29
+2% +$4.81K ﹤0.01% 573
2025
Q1
$229K Buy
1,337
+835
+166% +$143K ﹤0.01% 552
2024
Q4
$85K Buy
502
+105
+26% +$17.8K ﹤0.01% 768
2024
Q3
$76.1K Sell
397
-1,346
-77% -$258K ﹤0.01% 796
2024
Q2
$339K Buy
1,743
+779
+81% +$152K ﹤0.01% 500
2024
Q1
$180K Sell
964
-246
-20% -$45.9K ﹤0.01% 550
2023
Q4
$226K Sell
1,210
-2
-0.2% -$373 ﹤0.01% 517
2023
Q3
$243K Sell
1,212
-116
-9% -$23.2K ﹤0.01% 488
2023
Q2
$332K Buy
1,328
+512
+63% +$128K 0.01% 438
2023
Q1
$208K Sell
816
-117
-13% -$29.8K ﹤0.01% 485
2022
Q4
$216K Buy
+933
New +$216K ﹤0.01% 450