Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$193K Buy
11,600
+533
+5% +$8.88K ﹤0.01% 4405
2025
Q1
$182K Buy
11,067
+182
+2% +$3K ﹤0.01% 4334
2024
Q4
$212K Sell
10,885
-2,941
-21% -$57.2K ﹤0.01% 4283
2024
Q3
$473K Buy
13,826
+1,807
+15% +$61.8K ﹤0.01% 3664
2024
Q2
$466K Buy
12,019
+1
+0% +$39 ﹤0.01% 3616
2024
Q1
$420K Sell
12,018
-7,406
-38% -$259K ﹤0.01% 3662
2023
Q4
$591K Buy
19,424
+1,456
+8% +$44.3K ﹤0.01% 3413
2023
Q3
$494K Buy
17,968
+17,228
+2,328% +$474K ﹤0.01% 3519
2023
Q2
$17.9K Buy
740
+690
+1,380% +$16.7K ﹤0.01% 5473
2023
Q1
$1.56K Sell
50
-50
-50% -$1.56K ﹤0.01% 5949
2022
Q4
$2.92K Buy
+100
New +$2.92K ﹤0.01% 5589