Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$104K Buy
433
+28
+7% +$6.73K ﹤0.01% 814
2025
Q1
$91.8K Sell
405
-29
-7% -$6.57K ﹤0.01% 792
2024
Q4
$89.2K Sell
434
-2
-0.5% -$411 ﹤0.01% 726
2024
Q3
$106K Buy
436
+39
+10% +$9.46K ﹤0.01% 689
2024
Q2
$87.2K Sell
397
-323
-45% -$70.9K ﹤0.01% 721
2024
Q1
$162K Buy
720
+4
+0.6% +$899 ﹤0.01% 612
2023
Q4
$157K Buy
716
+52
+8% +$11.4K ﹤0.01% 634
2023
Q3
$146K Hold
664
﹤0.01% 624
2023
Q2
$149K Hold
664
﹤0.01% 625
2023
Q1
$127K Buy
664
+223
+51% +$42.7K ﹤0.01% 649
2022
Q4
$82K Sell
441
-1,220
-73% -$227K ﹤0.01% 740
2022
Q3
$276K Buy
1,661
+1,163
+234% +$193K ﹤0.01% 529
2022
Q2
$102K Sell
498
-16
-3% -$3.28K ﹤0.01% 754
2022
Q1
$124K Hold
514
﹤0.01% 733
2021
Q4
$125K Buy
+514
New +$125K ﹤0.01% 763