Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$478K Sell
3,050
-10,224
-77% -$1.6M ﹤0.01% 1611
2025
Q1
$1.71M Sell
13,274
-351
-3% -$45.3K 0.01% 821
2024
Q4
$1.95M Sell
13,625
-109
-0.8% -$15.6K 0.01% 719
2024
Q3
$2.05M Sell
13,734
-572
-4% -$85.5K 0.01% 684
2024
Q2
$1.85M Buy
14,306
+2,446
+21% +$316K 0.01% 691
2024
Q1
$1.61M Sell
11,860
-1,262
-10% -$172K 0.01% 598
2023
Q4
$1.57M Sell
13,122
-1,541
-11% -$184K 0.02% 580
2023
Q3
$1.44M Sell
14,663
-1,172
-7% -$115K 0.02% 565
2023
Q2
$1.48M Sell
15,835
-203
-1% -$18.9K 0.02% 558
2023
Q1
$1.38M Buy
16,038
+200
+1% +$17.3K 0.02% 558
2022
Q4
$1.28M Buy
15,838
+1,622
+11% +$132K 0.02% 546
2022
Q3
$929K Buy
14,216
+525
+4% +$34.3K 0.01% 579
2022
Q2
$921K Buy
+13,691
New +$921K 0.01% 571