Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$127K Sell
1,456
-341
-19% -$29.8K ﹤0.01% 739
2025
Q1
$123K Buy
1,797
+119
+7% +$8.13K ﹤0.01% 703
2024
Q4
$130K Buy
1,678
+758
+82% +$59K ﹤0.01% 637
2024
Q3
$61.7K Sell
920
-455
-33% -$30.5K ﹤0.01% 816
2024
Q2
$156K Sell
1,375
-243
-15% -$27.6K ﹤0.01% 603
2024
Q1
$224K Sell
1,618
-115
-7% -$16K ﹤0.01% 543
2023
Q4
$215K Sell
1,733
-1,063
-38% -$132K ﹤0.01% 566
2023
Q3
$261K Buy
2,796
+204
+8% +$19K ﹤0.01% 510
2023
Q2
$333K Sell
2,592
-464
-15% -$59.6K 0.01% 477
2023
Q1
$355K Sell
3,056
-224
-7% -$26K 0.01% 462
2022
Q4
$371K Buy
3,280
+1,442
+78% +$163K 0.01% 462
2022
Q3
$148K Buy
1,838
+134
+8% +$10.8K ﹤0.01% 651
2022
Q2
$127K Sell
1,704
-200
-11% -$14.9K ﹤0.01% 703
2022
Q1
$243K Sell
1,904
-172
-8% -$22K ﹤0.01% 621
2021
Q4
$279K Buy
+2,076
New +$279K ﹤0.01% 600