Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$242K Buy
797
+113
+17% +$34.4K ﹤0.01% 554
2025
Q1
$184K Sell
684
-46
-6% -$12.3K ﹤0.01% 589
2024
Q4
$180K Sell
730
-29
-4% -$7.14K ﹤0.01% 574
2024
Q3
$174K Sell
759
-193
-20% -$44.2K ﹤0.01% 604
2024
Q2
$192K Sell
952
-32
-3% -$6.46K ﹤0.01% 570
2024
Q1
$192K Sell
984
-1,779
-64% -$347K ﹤0.01% 583
2023
Q4
$427K Buy
2,763
+242
+10% +$37.4K 0.01% 440
2023
Q3
$326K Buy
2,521
+1,435
+132% +$186K 0.01% 466
2023
Q2
$149K Buy
1,086
+198
+22% +$27.1K ﹤0.01% 627
2023
Q1
$112K Buy
888
+354
+66% +$44.8K ﹤0.01% 670
2022
Q4
$55K Sell
534
-366
-41% -$37.7K ﹤0.01% 830
2022
Q3
$74K Sell
900
-242
-21% -$19.9K ﹤0.01% 783
2022
Q2
$103K Sell
1,142
-207
-15% -$18.7K ﹤0.01% 752
2022
Q1
$150K Sell
1,349
-132
-9% -$14.7K ﹤0.01% 706
2021
Q4
$208K Buy
+1,481
New +$208K ﹤0.01% 656