Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$349K Sell
22,200
-5,840
-21% -$91.8K ﹤0.01% 2228
2025
Q1
$536K Buy
28,040
+5,586
+25% +$107K ﹤0.01% 1917
2024
Q4
$535K Buy
22,454
+3,505
+18% +$83.6K ﹤0.01% 1936
2024
Q3
$522K Buy
18,949
+2,976
+19% +$81.9K ﹤0.01% 2114
2024
Q2
$418K Buy
15,973
+3,655
+30% +$95.8K ﹤0.01% 2248
2024
Q1
$272K Buy
12,318
+833
+7% +$18.4K ﹤0.01% 2556
2023
Q4
$276K Buy
11,485
+1,130
+11% +$27.2K ﹤0.01% 2517
2023
Q3
$228K Sell
10,355
-496
-5% -$10.9K ﹤0.01% 2582
2023
Q2
$239K Sell
10,851
-7,904
-42% -$174K ﹤0.01% 2735
2023
Q1
$368K Buy
18,755
+3,921
+26% +$77K ﹤0.01% 2402
2022
Q4
$255K Buy
+14,834
New +$255K ﹤0.01% 2615