Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$148K Buy
4,329
+36
+0.8% +$1.23K ﹤0.01% 1147
2025
Q1
$132K Sell
4,293
-198
-4% -$6.09K ﹤0.01% 1154
2024
Q4
$142K Sell
4,491
-19,821
-82% -$627K ﹤0.01% 1141
2024
Q3
$796K Sell
24,312
-16,970
-41% -$556K ﹤0.01% 819
2024
Q2
$1.09M Hold
41,282
﹤0.01% 644
2024
Q1
$1.17M Sell
41,282
-3,750
-8% -$106K ﹤0.01% 650
2023
Q4
$1.15M Buy
45,032
+10,680
+31% +$273K ﹤0.01% 623
2023
Q3
$831K Buy
34,352
+14,930
+77% +$361K ﹤0.01% 668
2023
Q2
$570K Buy
19,422
+19,210
+9,061% +$564K ﹤0.01% 769
2023
Q1
$6K Buy
+212
New +$6K ﹤0.01% 1557