Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$631K Buy
6,000
+123
+2% +$12.9K 0.01% 449
2025
Q1
$343K Sell
5,877
-441
-7% -$25.7K ﹤0.01% 459
2024
Q4
$366K Buy
6,318
+1,080
+21% +$62.5K 0.01% 488
2024
Q3
$232K Buy
5,238
+746
+17% +$33K ﹤0.01% 525
2024
Q2
$167K Buy
4,492
+226
+5% +$8.41K ﹤0.01% 546
2024
Q1
$163K Sell
4,266
-2,934
-41% -$112K ﹤0.01% 575
2023
Q4
$329K Hold
7,200
0.01% 544
2023
Q3
$209K Buy
7,200
+995
+16% +$28.8K ﹤0.01% 600
2023
Q2
$250K Buy
6,205
+3,467
+127% +$140K ﹤0.01% 567
2023
Q1
$123K Buy
2,738
+654
+31% +$29.4K ﹤0.01% 569
2022
Q4
$59.3K Hold
2,084
﹤0.01% 651
2022
Q3
$75K Buy
+2,084
New +$75K ﹤0.01% 631