Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$263K Sell
14,411
-639
-4% -$11.6K ﹤0.01% 2833
2025
Q1
$278K Buy
15,050
+158
+1% +$2.92K ﹤0.01% 2693
2024
Q4
$356K Sell
14,892
-822
-5% -$19.6K ﹤0.01% 2471
2024
Q3
$275K Sell
15,714
-2,641
-14% -$46.3K ﹤0.01% 2648
2024
Q2
$350K Sell
18,355
-706
-4% -$13.5K ﹤0.01% 2332
2024
Q1
$391K Sell
19,061
-5,817
-23% -$119K ﹤0.01% 2223
2023
Q4
$508K Buy
24,878
+2,384
+11% +$48.6K ﹤0.01% 1924
2023
Q3
$583K Sell
22,494
-371
-2% -$9.61K ﹤0.01% 1675
2023
Q2
$388K Sell
22,865
-8,443
-27% -$143K ﹤0.01% 1923
2023
Q1
$555K Sell
31,308
-15,175
-33% -$269K ﹤0.01% 1624
2022
Q4
$499K Buy
46,483
+25,568
+122% +$274K ﹤0.01% 1653
2022
Q3
$115K Buy
+20,915
New +$115K ﹤0.01% 2169