Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,556
Closed -$238K 3663
2025
Q1
$238K Buy
1,556
+42
+3% +$6.42K ﹤0.01% 2846
2024
Q4
$325K Sell
1,514
-268
-15% -$57.5K ﹤0.01% 2559
2024
Q3
$307K Buy
+1,782
New +$307K ﹤0.01% 2550
2024
Q1
Sell
-2,093
Closed -$256K 3232
2023
Q4
$256K Sell
2,093
-64
-3% -$7.81K ﹤0.01% 2485
2023
Q3
$246K Sell
2,157
-264
-11% -$30.2K ﹤0.01% 2333
2023
Q2
$286K Sell
2,421
-252
-9% -$29.7K ﹤0.01% 2158
2023
Q1
$380K Buy
2,673
+26
+1% +$3.7K ﹤0.01% 1883
2022
Q4
$269K Buy
+2,647
New +$269K ﹤0.01% 2117