Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$142K Sell
59,201
-23,425
-28% -$56.2K ﹤0.01% 1019
2025
Q1
$159K Sell
82,626
-3,568
-4% -$6.89K ﹤0.01% 970
2024
Q4
$442K Buy
86,194
+11,850
+16% +$60.8K ﹤0.01% 645
2024
Q3
$440K Buy
74,344
+3,267
+5% +$19.3K ﹤0.01% 627
2024
Q2
$348K Buy
+71,077
New +$348K ﹤0.01% 739
2022
Q2
Sell
-39,788
Closed -$109K 1033
2022
Q1
$109K Sell
39,788
-4,621
-10% -$12.7K ﹤0.01% 826
2021
Q4
$510K Sell
44,409
-2,574
-5% -$29.6K 0.01% 495
2021
Q3
$874K Sell
46,983
-3,406
-7% -$63.4K 0.01% 403
2021
Q2
$1.13M Buy
+50,389
New +$1.13M 0.01% 391