Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$157K Buy
1,277
+531
+71% +$65.1K ﹤0.01% 664
2025
Q1
$68K Sell
746
-546
-42% -$49.8K ﹤0.01% 920
2024
Q4
$149K Buy
1,292
+105
+9% +$12.1K ﹤0.01% 620
2024
Q3
$141K Buy
1,187
+59
+5% +$6.99K ﹤0.01% 638
2024
Q2
$156K Sell
1,128
-6
-0.5% -$827 ﹤0.01% 604
2024
Q1
$129K Sell
1,134
-375
-25% -$42.8K ﹤0.01% 647
2023
Q4
$115K Buy
1,509
+100
+7% +$7.65K ﹤0.01% 676
2023
Q3
$97.1K Sell
1,409
-342
-20% -$23.6K ﹤0.01% 696
2023
Q2
$94.7K Sell
1,751
-1,351
-44% -$73.1K ﹤0.01% 710
2023
Q1
$125K Buy
3,102
+622
+25% +$25K ﹤0.01% 656
2022
Q4
$100K Sell
2,480
-561
-18% -$22.6K ﹤0.01% 697
2022
Q3
$104K Sell
3,041
-273
-8% -$9.34K ﹤0.01% 723
2022
Q2
$153K Buy
3,314
+674
+26% +$31.1K ﹤0.01% 671
2022
Q1
$132K Buy
2,640
+799
+43% +$40K ﹤0.01% 723
2021
Q4
$104K Buy
+1,841
New +$104K ﹤0.01% 799