Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-19,729
Closed -$90.6K 5432
2025
Q1
$90.6K Sell
19,729
-6,809
-26% -$31.3K ﹤0.01% 4936
2024
Q4
$164K Sell
26,538
-10,003
-27% -$61.9K ﹤0.01% 4755
2024
Q3
$250K Buy
36,541
+6,020
+20% +$41.2K ﹤0.01% 4487
2024
Q2
$163K Buy
30,521
+6,939
+29% +$37K ﹤0.01% 4533
2024
Q1
$117K Buy
23,582
+2,193
+10% +$10.9K ﹤0.01% 4572
2023
Q4
$149K Buy
21,389
+4,313
+25% +$30K ﹤0.01% 4407
2023
Q3
$101K Sell
17,076
-1,739
-9% -$10.3K ﹤0.01% 4355
2023
Q2
$156K Buy
+18,815
New +$156K ﹤0.01% 4177
2022
Q4
Sell
-25,515
Closed -$210K 4453
2022
Q3
$210K Buy
+25,515
New +$210K ﹤0.01% 3861