Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$350K Sell
20,937
-9
-0% -$150 ﹤0.01% 3228
2025
Q1
$285K Sell
20,946
-1,255
-6% -$17.1K ﹤0.01% 3157
2024
Q4
$376K Sell
22,201
-2,573
-10% -$43.6K ﹤0.01% 3215
2024
Q3
$321K Buy
24,774
+4,945
+25% +$64.1K ﹤0.01% 3243
2024
Q2
$264K Sell
19,829
-3,354
-14% -$44.7K ﹤0.01% 2894
2024
Q1
$270K Sell
23,183
-1,872
-7% -$21.8K ﹤0.01% 3184
2023
Q4
$327K Sell
25,055
-97,322
-80% -$1.27M ﹤0.01% 3261
2023
Q3
$1.27M Buy
122,377
+1,717
+1% +$17.8K ﹤0.01% 1933
2023
Q2
$1.37M Buy
+120,660
New +$1.37M ﹤0.01% 1967
2022
Q2
Sell
-165
Closed -$6K 4910
2022
Q1
$6K Buy
+165
New +$6K ﹤0.01% 4566