Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$160K Sell
49,674
-27,116
-35% -$87.3K ﹤0.01% 4844
2025
Q1
$166K Sell
76,790
-49,955
-39% -$108K ﹤0.01% 5063
2024
Q4
$531K Buy
126,745
+104,955
+482% +$440K ﹤0.01% 3878
2024
Q3
$23.5K Sell
21,790
-97,281
-82% -$105K ﹤0.01% 5694
2024
Q2
$80.4K Buy
+119,071
New +$80.4K ﹤0.01% 5669
2024
Q1
Sell
-18,685
Closed -$37.6K 6418
2023
Q4
$37.6K Buy
+18,685
New +$37.6K ﹤0.01% 5439
2023
Q3
Sell
-20,368
Closed -$87.8K 5831
2023
Q2
$87.8K Sell
20,368
-61,582
-75% -$265K ﹤0.01% 4839
2023
Q1
$316K Buy
81,950
+60,380
+280% +$232K ﹤0.01% 4189
2022
Q4
$88.2K Buy
21,570
+3,305
+18% +$13.5K ﹤0.01% 4737
2022
Q3
$79K Buy
+18,265
New +$79K ﹤0.01% 4972