Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-61,539
Closed -$152K 3690
2025
Q1
$152K Sell
61,539
-8,461
-12% -$20.9K ﹤0.01% 3044
2024
Q4
$220K Buy
70,000
+24,356
+53% +$76.5K ﹤0.01% 3019
2024
Q3
$225K Buy
45,644
+12,570
+38% +$62K ﹤0.01% 2832
2024
Q2
$146K Sell
33,074
-205
-0.6% -$904 ﹤0.01% 2941
2024
Q1
$225K Buy
33,279
+18,763
+129% +$127K ﹤0.01% 2727
2023
Q4
$108K Sell
14,516
-819
-5% -$6.11K ﹤0.01% 3140
2023
Q3
$156K Buy
+15,335
New +$156K ﹤0.01% 2905