Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$186K Buy
23,628
+3,098
+15% +$24.4K ﹤0.01% 836
2025
Q1
$153K Buy
20,530
+3,008
+17% +$22.4K ﹤0.01% 844
2024
Q4
$173K Buy
17,522
+1,404
+9% +$13.9K ﹤0.01% 827
2024
Q3
$92.9K Sell
16,118
-2,950
-15% -$17K ﹤0.01% 898
2024
Q2
$102K Buy
19,068
+4,501
+31% +$24K ﹤0.01% 885
2024
Q1
$116K Sell
14,567
-362,550
-96% -$2.88M ﹤0.01% 874
2023
Q4
$2.18M Sell
377,117
-11,154
-3% -$64.5K 0.02% 317
2023
Q3
$2.19M Sell
388,271
-8,643
-2% -$48.8K 0.02% 301
2023
Q2
$3.56M Buy
396,914
+387,408
+4,075% +$3.47M 0.04% 247
2023
Q1
$78.8K Buy
9,506
+2,195
+30% +$18.2K ﹤0.01% 811
2022
Q4
$59.9K Buy
+7,311
New +$59.9K ﹤0.01% 866