Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$83.7K Sell
24,262
-24,660
-50% -$85K ﹤0.01% 1439
2025
Q1
$186K Sell
48,922
-350
-0.7% -$1.33K ﹤0.01% 1727
2024
Q4
$215K Sell
49,272
-9,858
-17% -$43K ﹤0.01% 1757
2024
Q3
$395K Sell
59,130
-592
-1% -$3.96K ﹤0.01% 1347
2024
Q2
$248K Sell
59,722
-5,747
-9% -$23.9K ﹤0.01% 1599
2024
Q1
$295K Buy
65,469
+19,085
+41% +$85.9K ﹤0.01% 1556
2023
Q4
$421K Buy
46,384
+5,430
+13% +$49.3K 0.01% 1290
2023
Q3
$370K Buy
40,954
+3,779
+10% +$34.2K 0.01% 1277
2023
Q2
$360K Buy
37,175
+5,180
+16% +$50.2K ﹤0.01% 1325
2023
Q1
$336K Sell
31,995
-132
-0.4% -$1.39K 0.01% 1342
2022
Q4
$313K Sell
32,127
-9,899
-24% -$96.5K 0.01% 1330
2022
Q3
$663K Buy
42,026
+23,157
+123% +$365K 0.01% 883
2022
Q2
$410K Sell
18,869
-20,925
-53% -$455K 0.01% 1039
2022
Q1
$838K Buy
+39,794
New +$838K 0.01% 804