Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$139K Sell
3,620
-2,022
-36% -$77.7K ﹤0.01% 905
2025
Q1
$219K Sell
5,642
-328
-5% -$12.7K ﹤0.01% 673
2024
Q4
$202K Sell
5,970
-4,750
-44% -$161K ﹤0.01% 655
2024
Q3
$413K Buy
10,720
+8,256
+335% +$318K 0.01% 543
2024
Q2
$106K Buy
2,464
+1,546
+168% +$66.3K ﹤0.01% 954
2024
Q1
$39.4K Sell
918
-421
-31% -$18K ﹤0.01% 995
2023
Q4
$48K Sell
1,339
-1,437
-52% -$51.5K ﹤0.01% 957
2023
Q3
$99K Buy
2,776
+191
+7% +$6.81K ﹤0.01% 622
2023
Q2
$92K Sell
2,585
-1,906
-42% -$67.8K ﹤0.01% 526
2023
Q1
$158K Buy
4,491
+1,471
+49% +$51.8K ﹤0.01% 622
2022
Q4
$89K Sell
3,020
-182
-6% -$5.36K ﹤0.01% 707
2022
Q3
$139K Buy
3,202
+2,280
+247% +$99K ﹤0.01% 423
2022
Q2
$50K Buy
+922
New +$50K ﹤0.01% 681