Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$144K Buy
590
+217
+58% +$53.1K ﹤0.01% 696
2025
Q1
$98.7K Buy
373
+186
+99% +$49.2K ﹤0.01% 765
2024
Q4
$47.4K Sell
187
-78
-29% -$19.8K ﹤0.01% 937
2024
Q3
$83.9K Buy
265
+15
+6% +$4.75K ﹤0.01% 735
2024
Q2
$93.4K Sell
250
-254
-50% -$94.9K ﹤0.01% 700
2024
Q1
$175K Sell
504
-233
-32% -$80.8K ﹤0.01% 597
2023
Q4
$337K Sell
737
-68
-8% -$31.1K ﹤0.01% 473
2023
Q3
$392K Buy
805
+22
+3% +$10.7K 0.01% 438
2023
Q2
$350K Buy
783
+43
+6% +$19.2K 0.01% 467
2023
Q1
$359K Buy
740
+14
+2% +$6.8K 0.01% 460
2022
Q4
$372K Hold
726
0.01% 461
2022
Q3
$352K Sell
726
-97
-12% -$47K 0.01% 489
2022
Q2
$385K Sell
823
-125
-13% -$58.5K 0.01% 509
2022
Q1
$412K Sell
948
-20
-2% -$8.69K 0.01% 504
2021
Q4
$449K Buy
+968
New +$449K 0.01% 496