Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$318K Sell
1,323
-44
-3% -$10.6K ﹤0.01% 502
2025
Q1
$319K Buy
1,367
+307
+29% +$71.7K 0.01% 482
2024
Q4
$274K Buy
1,060
+104
+11% +$26.8K ﹤0.01% 508
2024
Q3
$234K Buy
956
+54
+6% +$13.2K ﹤0.01% 542
2024
Q2
$202K Buy
902
+117
+15% +$26.2K ﹤0.01% 562
2024
Q1
$214K Buy
785
+193
+33% +$52.6K ﹤0.01% 557
2023
Q4
$163K Sell
592
-40
-6% -$11K ﹤0.01% 625
2023
Q3
$136K Buy
632
+41
+7% +$8.81K ﹤0.01% 638
2023
Q2
$134K Buy
591
+7
+1% +$1.58K ﹤0.01% 651
2023
Q1
$121K Sell
584
-3
-0.5% -$620 ﹤0.01% 660
2022
Q4
$98K Sell
587
-214
-27% -$35.7K ﹤0.01% 704
2022
Q3
$122K Sell
801
-85
-10% -$12.9K ﹤0.01% 686
2022
Q2
$123K Sell
886
-182
-17% -$25.3K ﹤0.01% 709
2022
Q1
$256K Sell
1,068
-135
-11% -$32.4K ﹤0.01% 609
2021
Q4
$329K Buy
+1,203
New +$329K ﹤0.01% 571