Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$113K Sell
56,274
-57
-0.1% -$114 ﹤0.01% 1492
2025
Q1
$145K Buy
56,331
+16,089
+40% +$41.4K ﹤0.01% 1455
2024
Q4
$122K Sell
40,242
-19,923
-33% -$60.3K ﹤0.01% 1567
2024
Q3
$177K Sell
60,165
-346
-0.6% -$1.02K ﹤0.01% 1536
2024
Q2
$217K Sell
60,511
-267
-0.4% -$957 ﹤0.01% 1446
2024
Q1
$271K Buy
60,778
+7,277
+14% +$32.4K ﹤0.01% 1373
2023
Q4
$261K Sell
53,501
-6,836
-11% -$33.3K ﹤0.01% 1379
2023
Q3
$301K Hold
60,337
﹤0.01% 1273
2023
Q2
$247K Sell
60,337
-5,377
-8% -$22K ﹤0.01% 1381
2023
Q1
$180K Sell
65,714
-4,808
-7% -$13.2K ﹤0.01% 1498
2022
Q4
$149K Sell
70,522
-3,271
-4% -$6.93K ﹤0.01% 1524
2022
Q3
$299K Buy
+73,793
New +$299K ﹤0.01% 1273