Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$93.5K Sell
23,153
-7,047
-23% -$28.5K ﹤0.01% 3257
2025
Q1
$159K Sell
30,200
-1,035
-3% -$5.44K ﹤0.01% 3075
2024
Q4
$200K Sell
31,235
-13,992
-31% -$89.5K ﹤0.01% 3008
2024
Q3
$228K Sell
45,227
-11,515
-20% -$58.2K ﹤0.01% 2822
2024
Q2
$212K Sell
56,742
-12,209
-18% -$45.5K ﹤0.01% 2750
2024
Q1
$282K Buy
68,951
+17,314
+34% +$70.8K ﹤0.01% 2490
2023
Q4
$202K Sell
51,637
-982
-2% -$3.85K ﹤0.01% 2688
2023
Q3
$186K Buy
52,619
+38,615
+276% +$137K ﹤0.01% 2530
2023
Q2
$57.7K Sell
14,004
-2,899
-17% -$12K ﹤0.01% 2700
2023
Q1
$65K Sell
16,903
-555
-3% -$2.13K ﹤0.01% 2634
2022
Q4
$60K Buy
17,458
+4,358
+33% +$15K ﹤0.01% 2594
2022
Q3
$53K Buy
+13,100
New +$53K ﹤0.01% 2302