Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.15K Sell
56
-2,537
-98% -$369K ﹤0.01% 3265
2025
Q1
$454K Buy
2,593
+368
+17% +$64.4K ﹤0.01% 1635
2024
Q4
$467K Sell
2,225
-444
-17% -$93.1K ﹤0.01% 1601
2024
Q3
$767K Buy
2,669
+788
+42% +$226K 0.01% 1229
2024
Q2
$590K Buy
1,881
+445
+31% +$139K ﹤0.01% 1319
2024
Q1
$482K Buy
1,436
+15
+1% +$5.04K ﹤0.01% 1370
2023
Q4
$379K Buy
1,421
+9
+0.6% +$2.4K ﹤0.01% 1439
2023
Q3
$348K Buy
1,412
+997
+240% +$246K ﹤0.01% 1351
2023
Q2
$104K Buy
415
+128
+45% +$32K ﹤0.01% 1838
2023
Q1
$61.3K Sell
287
-120
-29% -$25.6K ﹤0.01% 1915
2022
Q4
$26.7K Buy
+407
New +$26.7K ﹤0.01% 2016
2017
Q3
Sell
-237
Closed -$23.3K 704
2017
Q2
$23.3K Buy
+237
New +$23.3K ﹤0.01% 696