Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.11K Buy
107
+3
+3% +$115 ﹤0.01% 879
2025
Q1
$4.03K Buy
104
+7
+7% +$271 ﹤0.01% 753
2024
Q4
$3.28K Sell
97
-89
-48% -$3.01K ﹤0.01% 623
2024
Q3
$7.6K Sell
186
-20,454
-99% -$836K ﹤0.01% 473
2024
Q2
$795K Buy
20,640
+59
+0.3% +$2.27K 0.2% 82
2024
Q1
$882K Sell
20,581
-423
-2% -$18.1K 0.22% 61
2023
Q4
$778K Sell
21,004
-145
-0.7% -$5.37K 0.22% 81
2023
Q3
$767K Sell
21,149
-260
-1% -$9.43K 0.26% 70
2023
Q2
$763K Buy
21,409
+21,372
+57,762% +$762K 0.28% 74
2023
Q1
$1.32K Hold
37
﹤0.01% 369
2022
Q4
$1.3K Buy
+37
New +$1.3K ﹤0.01% 321