Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$259K Buy
1,186
+61
+5% +$13.3K ﹤0.01% 536
2025
Q1
$153K Sell
1,125
-190
-14% -$25.8K ﹤0.01% 662
2024
Q4
$189K Sell
1,315
-339
-20% -$48.8K ﹤0.01% 585
2024
Q3
$198K Buy
1,654
+67
+4% +$8.03K ﹤0.01% 577
2024
Q2
$213K Sell
1,587
-1,007
-39% -$135K ﹤0.01% 598
2024
Q1
$330K Hold
2,594
0.01% 417
2023
Q4
$330K Sell
2,594
-1,095
-30% -$140K 0.01% 434
2023
Q3
$468K Sell
3,689
-394
-10% -$50K 0.01% 335
2023
Q2
$441K Sell
4,083
-2,944
-42% -$318K 0.01% 371
2023
Q1
$620K Sell
7,027
-286
-4% -$25.2K 0.01% 287
2022
Q4
$499K Buy
7,313
+558
+8% +$38.1K 0.01% 316
2022
Q3
$390K Buy
+6,755
New +$390K 0.01% 320