Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$142K Sell
7,637
-1,301
-15% -$24.2K ﹤0.01% 801
2025
Q1
$104K Buy
8,938
+2,253
+34% +$26.2K ﹤0.01% 888
2024
Q4
$137K Sell
6,685
-4,543
-40% -$93.1K ﹤0.01% 838
2024
Q3
$138K Sell
11,228
-382
-3% -$4.7K ﹤0.01% 755
2024
Q2
$174K Buy
11,610
+6,662
+135% +$99.8K ﹤0.01% 665
2024
Q1
$55K Buy
4,948
+124
+3% +$1.38K ﹤0.01% 1000
2023
Q4
$64K Buy
4,824
+2,238
+87% +$29.7K ﹤0.01% 923
2023
Q3
$25K Sell
2,586
-309
-11% -$2.99K ﹤0.01% 1076
2023
Q2
$48K Sell
2,895
-1,505
-34% -$25K ﹤0.01% 956
2023
Q1
$41K Buy
+4,400
New +$41K ﹤0.01% 951