Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$30K Sell
27,493
-7,619
-22% -$8.31K ﹤0.01% 5569
2025
Q1
$39K Buy
+35,112
New +$39K ﹤0.01% 5435
2024
Q4
Sell
-13,493
Closed -$9.45K 6893
2024
Q3
$9.45K Sell
13,493
-9,915
-42% -$6.94K ﹤0.01% 5455
2024
Q2
$23.9K Buy
23,408
+5,464
+30% +$5.57K ﹤0.01% 5366
2024
Q1
$22.3K Sell
17,944
-8,841
-33% -$11K ﹤0.01% 5528
2023
Q4
$28.4K Sell
26,785
-3,714
-12% -$3.94K ﹤0.01% 5285
2023
Q3
$38.4K Buy
30,499
+3,358
+12% +$4.23K ﹤0.01% 5160
2023
Q2
$42.1K Buy
+27,141
New +$42.1K ﹤0.01% 5046
2023
Q1
Sell
-18,628
Closed -$27.9K 6657
2022
Q4
$27.9K Buy
+18,628
New +$27.9K ﹤0.01% 5465
2022
Q3
Sell
-27,798
Closed -$50K 6820
2022
Q2
$50K Buy
+27,798
New +$50K ﹤0.01% 5503