Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$524K Sell
941
-11
-1% -$6.12K 0.01% 465
2025
Q1
$544K Buy
952
+256
+37% +$146K 0.01% 417
2024
Q4
$485K Sell
696
-154
-18% -$107K 0.01% 460
2024
Q3
$452K Sell
850
-116
-12% -$61.7K 0.01% 459
2024
Q2
$570K Buy
966
+156
+19% +$92K 0.01% 442
2024
Q1
$508K Buy
810
+133
+20% +$83.3K 0.01% 492
2023
Q4
$393K Hold
677
0.01% 510
2023
Q3
$333K Sell
677
-23
-3% -$11.3K 0.01% 539
2023
Q2
$372K Buy
700
+342
+96% +$182K 0.01% 485
2023
Q1
$153K Sell
358
-27
-7% -$11.6K ﹤0.01% 519
2022
Q4
$111K Hold
385
﹤0.01% 562
2022
Q3
$104K Buy
+385
New +$104K ﹤0.01% 558