Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$172K Buy
16,590
+3,781
+30% +$39.2K ﹤0.01% 630
2025
Q1
$132K Sell
12,809
-405
-3% -$4.17K ﹤0.01% 677
2024
Q4
$126K Buy
13,214
+111
+0.8% +$1.06K ﹤0.01% 641
2024
Q3
$139K Sell
13,103
-1,094
-8% -$11.6K ﹤0.01% 643
2024
Q2
$117K Buy
14,197
+5,174
+57% +$42.7K ﹤0.01% 654
2024
Q1
$76.6K Sell
9,023
-55
-0.6% -$467 ﹤0.01% 760
2023
Q4
$74.7K Sell
9,078
-2,242
-20% -$18.5K ﹤0.01% 761
2023
Q3
$94.3K Buy
11,320
+4,457
+65% +$37.1K ﹤0.01% 703
2023
Q2
$57.5K Buy
6,863
+561
+9% +$4.7K ﹤0.01% 813
2023
Q1
$51.3K Buy
6,302
+644
+11% +$5.24K ﹤0.01% 829
2022
Q4
$45K Buy
+5,658
New +$45K ﹤0.01% 873