Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$330K Sell
17,828
-1,926
-10% -$35.7K ﹤0.01% 598
2025
Q1
$361K Sell
19,754
-11,906
-38% -$217K ﹤0.01% 510
2024
Q4
$694K Sell
31,660
-15,525
-33% -$340K 0.01% 292
2024
Q3
$879K Buy
47,185
+24,774
+111% +$461K 0.01% 299
2024
Q2
$402K Buy
22,411
+12,858
+135% +$231K 0.01% 459
2024
Q1
$171K Buy
9,553
+110
+1% +$1.97K ﹤0.01% 557
2023
Q4
$161K Buy
9,443
+3,606
+62% +$61.5K ﹤0.01% 517
2023
Q3
$94K Sell
5,837
-483
-8% -$7.78K ﹤0.01% 641
2023
Q2
$111K Sell
6,320
-18,274
-74% -$321K ﹤0.01% 472
2023
Q1
$443K Sell
24,594
-17,150
-41% -$309K 0.01% 318
2022
Q4
$708K Buy
41,744
+19,473
+87% +$330K 0.01% 207
2022
Q3
$412K Buy
22,271
+5,831
+35% +$108K 0.01% 227
2022
Q2
$409K Buy
+16,440
New +$409K 0.01% 220