Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$274K Buy
3,361
+592
+21% +$48.3K ﹤0.01% 484
2025
Q1
$275K Sell
2,769
-1,290
-32% -$128K 0.01% 425
2024
Q4
$408K Buy
4,059
+142
+4% +$14.3K 0.01% 424
2024
Q3
$357K Buy
3,917
+200
+5% +$18.2K 0.01% 470
2024
Q2
$303K Buy
3,717
+5
+0.1% +$408 0.01% 481
2024
Q1
$298K Sell
3,712
-225
-6% -$18K 0.01% 477
2023
Q4
$276K Sell
3,937
-655
-14% -$46K 0.01% 509
2023
Q3
$291K Buy
4,592
+277
+6% +$17.6K 0.01% 491
2023
Q2
$266K Sell
4,315
-957
-18% -$59.1K 0.01% 543
2023
Q1
$335K Sell
5,272
-8,300
-61% -$527K 0.01% 503
2022
Q4
$892K Sell
13,572
-735
-5% -$48.3K 0.03% 321
2022
Q3
$733K Sell
14,307
-635
-4% -$32.5K 0.02% 346
2022
Q2
$829K Buy
+14,942
New +$829K 0.03% 330