Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-14,877
Closed -$77.4K 6249
2025
Q1
$77.4K Sell
14,877
-38,258
-72% -$199K ﹤0.01% 5252
2024
Q4
$343K Sell
53,135
-7,987
-13% -$51.6K ﹤0.01% 4474
2024
Q3
$374K Buy
61,122
+29,148
+91% +$178K ﹤0.01% 4637
2024
Q2
$192K Buy
31,974
+12,278
+62% +$73.8K ﹤0.01% 5418
2024
Q1
$141K Sell
19,696
-52,865
-73% -$377K ﹤0.01% 5163
2023
Q4
$572K Buy
72,561
+39,882
+122% +$314K ﹤0.01% 3964
2023
Q3
$207K Buy
32,679
+22,527
+222% +$143K ﹤0.01% 4378
2023
Q2
$82.4K Sell
10,152
-9,208
-48% -$74.8K ﹤0.01% 4853
2023
Q1
$170K Sell
19,360
-43,698
-69% -$383K ﹤0.01% 4762
2022
Q4
$544K Buy
+63,058
New +$544K ﹤0.01% 3288
2022
Q2
Sell
-11,525
Closed -$152K 6055
2022
Q1
$152K Buy
+11,525
New +$152K ﹤0.01% 4835