Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$29.1K Sell
447
-4,219
-90% -$275K ﹤0.01% 1274
2025
Q1
$288K Sell
4,666
-92
-2% -$5.68K ﹤0.01% 503
2024
Q4
$343K Buy
4,758
+188
+4% +$13.6K 0.01% 468
2024
Q3
$372K Sell
4,570
-24
-0.5% -$1.96K 0.01% 452
2024
Q2
$341K Buy
4,594
+107
+2% +$7.95K 0.01% 451
2024
Q1
$350K Buy
4,487
+4
+0.1% +$312 0.01% 464
2023
Q4
$320K Sell
4,483
-510
-10% -$36.4K ﹤0.01% 483
2023
Q3
$347K Buy
4,993
+28
+0.6% +$1.94K 0.01% 456
2023
Q2
$402K Buy
4,965
+75
+2% +$6.07K 0.01% 443
2023
Q1
$395K Buy
4,890
+195
+4% +$15.7K 0.01% 445
2022
Q4
$351K Sell
4,695
-722
-13% -$54K 0.01% 471
2022
Q3
$350K Sell
5,417
-500
-8% -$32.3K 0.01% 490
2022
Q2
$410K Sell
5,917
-13
-0.2% -$901 0.01% 496
2022
Q1
$456K Buy
5,930
+439
+8% +$33.8K 0.01% 489
2021
Q4
$420K Buy
+5,491
New +$420K 0.01% 506