Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$146K Sell
13,350
-13,373
-50% -$146K ﹤0.01% 1636
2025
Q1
$332K Sell
26,723
-5,564
-17% -$69.1K ﹤0.01% 1580
2024
Q4
$655K Buy
32,287
+19,925
+161% +$404K ﹤0.01% 1502
2024
Q3
$170K Buy
12,362
+158
+1% +$2.17K ﹤0.01% 1686
2024
Q2
$148K Sell
12,204
-578
-5% -$7.03K ﹤0.01% 1634
2024
Q1
$140K Buy
12,782
+3,310
+35% +$36.2K ﹤0.01% 1704
2023
Q4
$176K Buy
9,472
+212
+2% +$3.94K ﹤0.01% 1657
2023
Q3
$141K Sell
9,260
-2,309
-20% -$35.2K ﹤0.01% 1678
2023
Q2
$244K Buy
11,569
+9,569
+478% +$202K ﹤0.01% 1553
2023
Q1
$56.8K Sell
2,000
-96
-5% -$2.72K ﹤0.01% 1861
2022
Q4
$50.3K Sell
2,096
-8,900
-81% -$213K ﹤0.01% 1697
2022
Q3
$324K Sell
10,996
-14,114
-56% -$416K ﹤0.01% 1400
2022
Q2
$617K Buy
+25,110
New +$617K ﹤0.01% 1241