Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$396K Sell
4,847
-709
-13% -$57.9K ﹤0.01% 433
2025
Q1
$551K Buy
5,556
+155
+3% +$15.4K 0.01% 360
2024
Q4
$542K Buy
5,401
+494
+10% +$49.6K 0.01% 342
2024
Q3
$447K Sell
4,907
-6,593
-57% -$601K 0.01% 390
2024
Q2
$922K Buy
11,500
+5,405
+89% +$433K 0.01% 278
2024
Q1
$428K Sell
6,095
-283
-4% -$19.9K 0.01% 369
2023
Q4
$448K Sell
6,378
-562
-8% -$39.5K 0.01% 373
2023
Q3
$440K Buy
6,940
+2,127
+44% +$135K 0.01% 351
2023
Q2
$297K Sell
4,813
-332
-6% -$20.5K ﹤0.01% 461
2023
Q1
$327K Buy
5,145
+189
+4% +$12K 0.01% 380
2022
Q4
$326K Sell
4,956
-243
-5% -$16K 0.01% 376
2022
Q3
$266K Sell
5,199
-285
-5% -$14.6K 0.01% 396
2022
Q2
$304K Buy
5,484
+2,196
+67% +$122K 0.01% 308
2022
Q1
$232K Buy
+3,288
New +$232K ﹤0.01% 397