Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$49.9K Hold
56,661
﹤0.01% 3398
2025
Q1
$78.8K Sell
56,661
-12,621
-18% -$17.5K ﹤0.01% 3242
2024
Q4
$127K Sell
69,282
-942
-1% -$1.73K ﹤0.01% 3190
2024
Q3
$114K Buy
70,224
+30,212
+76% +$49.2K ﹤0.01% 3130
2024
Q2
$72.4K Sell
40,012
-12,424
-24% -$22.5K ﹤0.01% 3194
2024
Q1
$65K Buy
+52,436
New +$65K ﹤0.01% 3284
2023
Q4
Sell
-52,773
Closed -$63.3K 3546
2023
Q3
$63.3K Hold
52,773
﹤0.01% 3323
2023
Q2
$70.2K Sell
52,773
-17,690
-25% -$23.5K ﹤0.01% 3385
2023
Q1
$102K Buy
70,463
+19,666
+39% +$28.5K ﹤0.01% 3306
2022
Q4
$75.7K Buy
50,797
+797
+2% +$1.19K ﹤0.01% 3430
2022
Q3
$91K Buy
50,000
+25,633
+105% +$46.7K ﹤0.01% 3339
2022
Q2
$31K Buy
+24,367
New +$31K ﹤0.01% 3808