Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$289K Sell
36,669
-9,275
-20% -$73.2K ﹤0.01% 3373
2025
Q1
$355K Sell
45,944
-658
-1% -$5.09K ﹤0.01% 3282
2024
Q4
$464K Sell
46,602
-3,465
-7% -$34.5K ﹤0.01% 3249
2024
Q3
$298K Sell
50,067
-8,918
-15% -$53.2K ﹤0.01% 3401
2024
Q2
$319K Sell
58,985
-2,548
-4% -$13.8K ﹤0.01% 3455
2024
Q1
$359K Buy
61,533
+979
+2% +$5.71K ﹤0.01% 3453
2023
Q4
$283K Sell
60,554
-1,770
-3% -$8.27K ﹤0.01% 3444
2023
Q3
$357K Sell
62,324
-2,638
-4% -$15.1K ﹤0.01% 3349
2023
Q2
$443K Sell
64,962
-4,376
-6% -$29.8K ﹤0.01% 3286
2023
Q1
$413K Buy
69,338
+16,193
+30% +$96.5K ﹤0.01% 3358
2022
Q4
$336K Buy
+53,145
New +$336K ﹤0.01% 3440