Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$89.8K Sell
12,702
-3,683
-22% -$26K ﹤0.01% 1180
2025
Q1
$61K Sell
16,385
-6,330
-28% -$23.5K ﹤0.01% 1131
2024
Q4
$83.1K Buy
22,715
+3,542
+18% +$13K ﹤0.01% 1111
2024
Q3
$150K Sell
19,173
-4,467
-19% -$35K ﹤0.01% 1025
2024
Q2
$83.4K Buy
23,640
+4,467
+23% +$15.8K ﹤0.01% 1077
2024
Q1
$150K Buy
19,173
+5,449
+40% +$42.7K ﹤0.01% 1024
2023
Q4
$143K Sell
13,724
-7,299
-35% -$75.8K ﹤0.01% 1005
2023
Q3
$255K Sell
21,023
-5,128
-20% -$62.1K 0.01% 859
2023
Q2
$479K Buy
26,151
+1,830
+8% +$33.5K 0.02% 666
2023
Q1
$407K Buy
24,321
+9,358
+63% +$157K 0.02% 710
2022
Q4
$230K Buy
14,963
+2,834
+23% +$43.6K 0.01% 784
2022
Q3
$197K Buy
+12,129
New +$197K 0.01% 744