Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$224K Buy
1,554
+879
+130% +$127K ﹤0.01% 571
2025
Q1
$57.3K Sell
675
-177
-21% -$15K ﹤0.01% 996
2024
Q4
$73.5K Buy
852
+233
+38% +$20.1K ﹤0.01% 778
2024
Q3
$67.8K Buy
619
+49
+9% +$5.37K ﹤0.01% 790
2024
Q2
$58.9K Sell
570
-794
-58% -$82K ﹤0.01% 795
2024
Q1
$127K Hold
1,364
﹤0.01% 651
2023
Q4
$116K Sell
1,364
-392
-22% -$33.5K ﹤0.01% 675
2023
Q3
$116K Buy
1,756
+113
+7% +$7.45K ﹤0.01% 670
2023
Q2
$102K Buy
1,643
+249
+18% +$15.4K ﹤0.01% 697
2023
Q1
$92.2K Buy
1,394
+417
+43% +$27.6K ﹤0.01% 712
2022
Q4
$51K Sell
977
-553
-36% -$28.9K ﹤0.01% 842
2022
Q3
$81K Sell
1,530
-174
-10% -$9.21K ﹤0.01% 763
2022
Q2
$122K Buy
1,704
+9
+0.5% +$644 ﹤0.01% 712
2022
Q1
$152K Sell
1,695
-546
-24% -$49K ﹤0.01% 699
2021
Q4
$253K Buy
+2,241
New +$253K ﹤0.01% 616