Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$106K Buy
4,408
+874
+25% +$21K ﹤0.01% 1027
2025
Q1
$86.1K Sell
3,534
-2,245
-39% -$54.7K ﹤0.01% 1060
2024
Q4
$140K Sell
5,779
-6,710
-54% -$163K ﹤0.01% 783
2024
Q3
$302K Buy
12,489
+8,632
+224% +$209K ﹤0.01% 673
2024
Q2
$74K Buy
3,857
+3,459
+869% +$66.4K ﹤0.01% 1089
2024
Q1
$7.38K Sell
398
-386
-49% -$7.16K ﹤0.01% 1530
2023
Q4
$14K Buy
784
+117
+18% +$2.09K ﹤0.01% 1456
2023
Q3
$13K Buy
667
+78
+13% +$1.52K ﹤0.01% 1330
2023
Q2
$10K Sell
589
-8,146
-93% -$138K ﹤0.01% 1310
2023
Q1
$116K Sell
8,735
-2,380
-21% -$31.6K ﹤0.01% 723
2022
Q4
$152K Buy
11,115
+6,493
+140% +$88.8K ﹤0.01% 548
2022
Q3
$88K Buy
4,622
+2,047
+79% +$39K ﹤0.01% 570
2022
Q2
$69K Buy
+2,575
New +$69K ﹤0.01% 599