Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$269K Sell
19,767
-5,976
-23% -$81.4K ﹤0.01% 3214
2025
Q1
$140K Sell
25,743
-3,094
-11% -$16.8K ﹤0.01% 3631
2024
Q4
$143K Buy
28,837
+3,191
+12% +$15.8K ﹤0.01% 3799
2024
Q3
$134K Buy
25,646
+18,008
+236% +$94.4K ﹤0.01% 3851
2024
Q2
$52.4K Sell
7,638
-21,386
-74% -$147K ﹤0.01% 3822
2024
Q1
$298K Sell
29,024
-15,537
-35% -$160K ﹤0.01% 3111
2023
Q4
$369K Buy
44,561
+1,942
+5% +$16.1K ﹤0.01% 2879
2023
Q3
$266K Buy
+42,619
New +$266K ﹤0.01% 2819
2023
Q1
Sell
-1,130
Closed -$2.19K 4840
2022
Q4
$2.19K Buy
+1,130
New +$2.19K ﹤0.01% 4449
2021
Q3
Sell
-200
Closed -$2K 5280
2021
Q2
$2K Sell
200
-343
-63% -$3.43K ﹤0.01% 5294
2021
Q1
$9K Buy
+543
New +$9K ﹤0.01% 5032