Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$54K Sell
8,589
-642
-7% -$4.04K ﹤0.01% 3943
2025
Q1
$65K Sell
9,231
-2,406
-21% -$16.9K ﹤0.01% 3825
2024
Q4
$140K Sell
11,637
-130
-1% -$1.56K ﹤0.01% 3691
2024
Q3
$81K Buy
11,767
+8,008
+213% +$55.1K ﹤0.01% 3795
2024
Q2
$84K Sell
3,759
-9,209
-71% -$206K ﹤0.01% 3459
2024
Q1
$568K Sell
12,968
-14,999
-54% -$657K ﹤0.01% 2760
2023
Q4
$2.17M Buy
27,967
+4,739
+20% +$368K ﹤0.01% 2108
2023
Q3
$1.97M Sell
23,228
-6,529
-22% -$553K ﹤0.01% 1683
2023
Q2
$3.4M Sell
29,757
-22,566
-43% -$2.58M ﹤0.01% 1447
2023
Q1
$5.93M Sell
52,323
-13,897
-21% -$1.58M ﹤0.01% 996
2022
Q4
$11.8M Buy
66,220
+572
+0.9% +$102K 0.01% 784
2022
Q3
$17.5M Buy
65,648
+33,227
+102% +$8.86M 0.02% 629
2022
Q2
$4.64M Sell
32,421
-2,193
-6% -$314K ﹤0.01% 1152
2022
Q1
$7.62M Buy
+34,614
New +$7.62M 0.01% 963