Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$100K Buy
1,910
+467
+32% +$24.5K ﹤0.01% 1229
2025
Q1
$68.4K Buy
1,443
+307
+27% +$14.6K ﹤0.01% 1404
2024
Q4
$71.4K Buy
1,136
+66
+6% +$4.15K ﹤0.01% 1389
2024
Q3
$61.6K Buy
1,070
+188
+21% +$10.8K ﹤0.01% 1464
2024
Q2
$36.6K Buy
882
+12
+1% +$497 ﹤0.01% 1663
2024
Q1
$38.9K Sell
870
-75
-8% -$3.35K ﹤0.01% 1670
2023
Q4
$40.8K Buy
945
+724
+328% +$31.3K ﹤0.01% 1566
2023
Q3
$6.66K Buy
221
+132
+148% +$3.98K ﹤0.01% 2381
2023
Q2
$2.6K Buy
89
+17
+24% +$497 ﹤0.01% 2723
2023
Q1
$2.11K Sell
72
-265
-79% -$7.77K ﹤0.01% 2790
2022
Q4
$9.38K Buy
337
+67
+25% +$1.87K ﹤0.01% 2185
2022
Q3
$8K Buy
+270
New +$8K ﹤0.01% 2207