Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-31,891
Closed -$144K 1616
2025
Q1
$144K Sell
31,891
-893
-3% -$4.05K ﹤0.01% 1573
2024
Q4
$155K Sell
32,784
-13,807
-30% -$65.2K ﹤0.01% 1625
2024
Q3
$177K Sell
46,591
-1,979
-4% -$7.52K ﹤0.01% 1791
2024
Q2
$172K Sell
48,570
-16,189
-25% -$57.5K ﹤0.01% 1785
2024
Q1
$203K Sell
64,759
-27,676
-30% -$86.9K ﹤0.01% 1788
2023
Q4
$312K Buy
92,435
+17,197
+23% +$58K ﹤0.01% 1644
2023
Q3
$266K Sell
75,238
-7,834
-9% -$27.7K ﹤0.01% 1664
2023
Q2
$285K Buy
83,072
+1,490
+2% +$5.11K ﹤0.01% 1676
2023
Q1
$246K Buy
+81,582
New +$246K ﹤0.01% 1740