Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$324K Buy
4,016
+168
+4% +$13.6K 0.01% 498
2025
Q1
$313K Sell
3,848
-236
-6% -$19.2K 0.01% 484
2024
Q4
$298K Buy
4,084
+319
+8% +$23.3K ﹤0.01% 490
2024
Q3
$224K Buy
3,765
+377
+11% +$22.4K ﹤0.01% 552
2024
Q2
$173K Sell
3,388
-2,978
-47% -$152K ﹤0.01% 588
2024
Q1
$342K Buy
6,366
+51
+0.8% +$2.74K 0.01% 469
2023
Q4
$286K Sell
6,315
-39
-0.6% -$1.76K ﹤0.01% 504
2023
Q3
$313K Hold
6,354
0.01% 474
2023
Q2
$303K Sell
6,354
-112
-2% -$5.34K ﹤0.01% 494
2023
Q1
$256K Hold
6,466
﹤0.01% 520
2022
Q4
$265K Sell
6,466
-44
-0.7% -$1.8K ﹤0.01% 523
2022
Q3
$253K Hold
6,510
﹤0.01% 551
2022
Q2
$221K Sell
6,510
-46
-0.7% -$1.56K ﹤0.01% 606
2022
Q1
$207K Sell
6,556
-160
-2% -$5.05K ﹤0.01% 642
2021
Q4
$165K Buy
+6,716
New +$165K ﹤0.01% 702