Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-11,569
Closed -$217K 3657
2025
Q1
$217K Buy
11,569
+147
+1% +$2.75K ﹤0.01% 2935
2024
Q4
$211K Sell
11,422
-4,166
-27% -$77K ﹤0.01% 2958
2024
Q3
$409K Buy
15,588
+2,847
+22% +$74.7K ﹤0.01% 2302
2024
Q2
$246K Buy
12,741
+1,536
+14% +$29.6K ﹤0.01% 2612
2024
Q1
$231K Buy
11,205
+1,094
+11% +$22.5K ﹤0.01% 2648
2023
Q4
$237K Buy
+10,111
New +$237K ﹤0.01% 2549
2023
Q2
Sell
-10,984
Closed -$132K 2918
2023
Q1
$132K Buy
10,984
+8,260
+303% +$99.3K ﹤0.01% 2517
2022
Q4
$130K Buy
2,724
+392
+17% +$18.7K ﹤0.01% 2457
2022
Q3
$105K Buy
+2,332
New +$105K ﹤0.01% 2194