Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$254K Buy
317
+13
+4% +$10.4K ﹤0.01% 540
2025
Q1
$201K Buy
304
+33
+12% +$21.9K ﹤0.01% 579
2024
Q4
$188K Sell
271
-49
-15% -$34K ﹤0.01% 566
2024
Q3
$267K Sell
320
-30
-9% -$25K ﹤0.01% 518
2024
Q2
$358K Sell
350
-75
-18% -$76.7K 0.01% 443
2024
Q1
$412K Buy
425
+105
+33% +$102K 0.01% 442
2023
Q4
$242K Sell
320
-126
-28% -$95.4K ﹤0.01% 539
2023
Q3
$263K Buy
446
+8
+2% +$4.71K ﹤0.01% 506
2023
Q2
$317K Buy
438
+29
+7% +$21K ﹤0.01% 485
2023
Q1
$278K Buy
409
+131
+47% +$89.2K ﹤0.01% 502
2022
Q4
$152K Sell
278
-12
-4% -$6.56K ﹤0.01% 625
2022
Q3
$121K Sell
290
-1
-0.3% -$417 ﹤0.01% 687
2022
Q2
$139K Sell
291
-119
-29% -$56.8K ﹤0.01% 685
2022
Q1
$274K Buy
410
+3
+0.7% +$2.01K ﹤0.01% 593
2021
Q4
$324K Buy
+407
New +$324K ﹤0.01% 573