Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$23.8K Hold
4,200
﹤0.01% 2124
2025
Q1
$24.9K Hold
4,200
﹤0.01% 1839
2024
Q4
$29.1K Sell
4,200
-7,100
-63% -$49.1K ﹤0.01% 1785
2024
Q3
$83.6K Sell
11,300
-15,200
-57% -$112K ﹤0.01% 1736
2024
Q2
$196K Buy
26,500
+3,600
+16% +$26.6K ﹤0.01% 1566
2024
Q1
$225K Sell
22,900
-1,400
-6% -$13.8K ﹤0.01% 1522
2023
Q4
$207K Buy
24,300
+5,700
+31% +$48.6K ﹤0.01% 1552
2023
Q3
$131K Sell
18,600
-9,700
-34% -$68.3K ﹤0.01% 1661
2023
Q2
$261K Buy
28,300
+1,500
+6% +$13.8K ﹤0.01% 1529
2023
Q1
$246K Buy
26,800
+10,900
+69% +$100K ﹤0.01% 1550
2022
Q4
$132K Buy
15,900
+9,000
+130% +$74.7K ﹤0.01% 1678
2022
Q3
$50K Buy
6,900
+3,600
+109% +$26.1K ﹤0.01% 1829
2022
Q2
$22K Buy
+3,300
New +$22K ﹤0.01% 1953