Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$115K Sell
5,697
-539
-9% -$10.9K ﹤0.01% 1178
2025
Q1
$85.7K Buy
6,236
+910
+17% +$12.5K ﹤0.01% 1290
2024
Q4
$63.1K Sell
5,326
-2,370
-31% -$28.1K ﹤0.01% 1447
2024
Q3
$138K Buy
7,696
+1,005
+15% +$18K ﹤0.01% 1044
2024
Q2
$118K Sell
6,691
-299
-4% -$5.26K ﹤0.01% 1090
2024
Q1
$179K Buy
6,990
+770
+12% +$19.8K ﹤0.01% 872
2023
Q4
$162K Buy
6,220
+197
+3% +$5.14K ﹤0.01% 888
2023
Q3
$139K Buy
6,023
+476
+9% +$11K ﹤0.01% 888
2023
Q2
$130K Buy
5,547
+2,853
+106% +$66.9K ﹤0.01% 929
2023
Q1
$32K Buy
2,694
+1,390
+107% +$16.5K ﹤0.01% 1620
2022
Q4
$20K Sell
1,304
-629
-33% -$9.65K ﹤0.01% 1806
2022
Q3
$37K Buy
1,933
+808
+72% +$15.5K ﹤0.01% 1436
2022
Q2
$20K Buy
1,125
+613
+120% +$10.9K ﹤0.01% 1785
2022
Q1
$15K Buy
512
+448
+700% +$13.1K ﹤0.01% 1980
2021
Q4
$2K Buy
+64
New +$2K ﹤0.01% 2808