Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$238K Sell
4,559
-144
-3% -$7.51K ﹤0.01% 1506
2025
Q1
$271K Buy
+4,703
New +$271K ﹤0.01% 1318
2024
Q4
Sell
-3,357
Closed -$203K 2035
2024
Q3
$203K Sell
3,357
-547
-14% -$33.1K ﹤0.01% 1460
2024
Q2
$202K Sell
3,904
-11
-0.3% -$570 ﹤0.01% 1556
2024
Q1
$205K Sell
3,915
-1,485
-28% -$77.7K 0.01% 1672
2023
Q4
$284K Buy
+5,400
New +$284K 0.01% 1367
2023
Q2
Sell
-4,079
Closed -$233K 2177
2023
Q1
$233K Buy
+4,079
New +$233K 0.01% 1243
2022
Q4
Sell
-5,112
Closed -$237K 2046
2022
Q3
$237K Buy
+5,112
New +$237K 0.01% 1270