Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$134K Buy
1,114
+23
+2% +$2.77K ﹤0.01% 2273
2025
Q1
$127K Buy
1,091
+1
+0.1% +$117 ﹤0.01% 2269
2024
Q4
$131K Buy
1,090
+21
+2% +$2.52K ﹤0.01% 2261
2024
Q3
$114K Sell
1,069
-174
-14% -$18.5K ﹤0.01% 2330
2024
Q2
$117K Sell
1,243
-181
-13% -$17.1K ﹤0.01% 2256
2024
Q1
$157K Buy
1,424
+14
+1% +$1.55K ﹤0.01% 2123
2023
Q4
$122K Buy
1,410
+61
+5% +$5.28K ﹤0.01% 2252
2023
Q3
$94.7K Buy
1,349
+74
+6% +$5.2K ﹤0.01% 2173
2023
Q2
$84.8K Sell
1,275
-14
-1% -$932 ﹤0.01% 2247
2023
Q1
$76.1K Sell
1,289
-255
-17% -$15.1K ﹤0.01% 2318
2022
Q4
$72.4K Sell
1,544
-124
-7% -$5.82K ﹤0.01% 2335
2022
Q3
$55K Buy
1,668
+694
+71% +$22.9K ﹤0.01% 2472
2022
Q2
$43K Buy
+974
New +$43K ﹤0.01% 2652