Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$370K Sell
33,053
-635
-2% -$7.11K ﹤0.01% 2552
2025
Q1
$311K Sell
33,688
-1,380
-4% -$12.7K ﹤0.01% 2596
2024
Q4
$276K Sell
35,068
-2,058
-6% -$16.2K ﹤0.01% 2703
2024
Q3
$465K Buy
37,126
+955
+3% +$12K ﹤0.01% 2189
2024
Q2
$217K Sell
36,171
-21,063
-37% -$127K ﹤0.01% 2731
2024
Q1
$381K Buy
57,234
+14,874
+35% +$98.9K ﹤0.01% 2239
2023
Q4
$437K Sell
42,360
-10,243
-19% -$106K ﹤0.01% 2037
2023
Q3
$370K Sell
52,603
-1,094
-2% -$7.7K ﹤0.01% 1977
2023
Q2
$667K Buy
53,697
+2,220
+4% +$27.6K ﹤0.01% 1551
2023
Q1
$464K Buy
51,477
+8,719
+20% +$78.6K ﹤0.01% 1750
2022
Q4
$181K Buy
+42,758
New +$181K ﹤0.01% 2380