Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$137K Sell
21,977
-21,687
-50% -$135K ﹤0.01% 2315
2025
Q1
$307K Buy
43,664
+2,329
+6% +$16.4K ﹤0.01% 1922
2024
Q4
$496K Sell
41,335
-70
-0.2% -$840 ﹤0.01% 1782
2024
Q3
$275K Sell
41,405
-10,566
-20% -$70.1K ﹤0.01% 2046
2024
Q2
$1.13M Buy
51,971
+3,598
+7% +$78.4K ﹤0.01% 1327
2024
Q1
$2.12M Buy
48,373
+23,453
+94% +$1.03M ﹤0.01% 1156
2023
Q4
$1.94M Buy
24,920
+19,093
+328% +$1.49M ﹤0.01% 1185
2023
Q3
$490K Sell
5,827
-29,709
-84% -$2.5M ﹤0.01% 1544
2023
Q2
$4.16M Buy
+35,536
New +$4.16M ﹤0.01% 925
2022
Q4
Sell
-1,555
Closed -$419K 2669
2022
Q3
$419K Sell
1,555
-3,243
-68% -$874K ﹤0.01% 1842
2022
Q2
$676K Buy
+4,798
New +$676K ﹤0.01% 1782