Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$205K Buy
1,251
+26
+2% +$4.26K ﹤0.01% 588
2025
Q1
$183K Buy
1,225
+252
+26% +$37.7K ﹤0.01% 590
2024
Q4
$156K Buy
973
+192
+25% +$30.8K ﹤0.01% 606
2024
Q3
$124K Sell
781
-1
-0.1% -$159 ﹤0.01% 659
2024
Q2
$107K Sell
782
-326
-29% -$44.6K ﹤0.01% 665
2024
Q1
$173K Buy
1,108
+1
+0.1% +$156 ﹤0.01% 599
2023
Q4
$176K Sell
1,107
-1,731
-61% -$275K ﹤0.01% 605
2023
Q3
$375K Sell
2,838
-363
-11% -$48K 0.01% 445
2023
Q2
$536K Sell
3,201
-50
-2% -$8.37K 0.01% 407
2023
Q1
$525K Sell
3,251
-488
-13% -$78.8K 0.01% 405
2022
Q4
$640K Sell
3,739
-5,707
-60% -$977K 0.01% 389
2022
Q3
$1.49M Sell
9,446
-1,141
-11% -$179K 0.03% 290
2022
Q2
$1.46M Buy
10,587
+11
+0.1% +$1.52K 0.02% 325
2022
Q1
$1.67M Sell
10,576
-149
-1% -$23.5K 0.02% 324
2021
Q4
$2.22M Buy
+10,725
New +$2.22M 0.03% 286