Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$185K Sell
58,400
-23,508
-29% -$74.3K ﹤0.01% 3079
2025
Q1
$230K Sell
81,908
-25,061
-23% -$70.4K ﹤0.01% 2876
2024
Q4
$390K Buy
106,969
+15,584
+17% +$56.9K ﹤0.01% 2387
2024
Q3
$335K Sell
91,385
-22,180
-20% -$81.4K ﹤0.01% 2475
2024
Q2
$303K Buy
113,565
+62,526
+123% +$167K ﹤0.01% 2443
2024
Q1
$124K Buy
51,039
+34,900
+216% +$84.5K ﹤0.01% 2887
2023
Q4
$71K Buy
16,139
+2,734
+20% +$12K ﹤0.01% 2904
2023
Q3
$60.2K Buy
+13,405
New +$60.2K ﹤0.01% 2748
2023
Q1
Sell
-15,565
Closed -$96K 2867
2022
Q4
$96K Buy
15,565
+2,498
+19% +$15.4K ﹤0.01% 2527
2022
Q3
$67K Buy
+13,067
New +$67K ﹤0.01% 2274
2022
Q2
Sell
-21,721
Closed -$248K 1435
2022
Q1
$248K Buy
+21,721
New +$248K ﹤0.01% 1329