Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$134K Hold
15,536
﹤0.01% 602
2025
Q1
$137K Sell
15,536
-3,275
-17% -$28.8K ﹤0.01% 685
2024
Q4
$171K Sell
18,811
-2,371
-11% -$21.6K ﹤0.01% 615
2024
Q3
$191K Sell
21,182
-3,907
-16% -$35.3K ﹤0.01% 589
2024
Q2
$205K Sell
25,089
-2,671
-10% -$21.9K ﹤0.01% 606
2024
Q1
$217K Hold
27,760
﹤0.01% 507
2023
Q4
$217K Sell
27,760
-26,496
-49% -$207K ﹤0.01% 528
2023
Q3
$369K Sell
54,256
-4,314
-7% -$29.3K 0.01% 391
2023
Q2
$499K Sell
58,570
-20,621
-26% -$176K 0.01% 349
2023
Q1
$609K Sell
79,191
-807
-1% -$6.21K 0.01% 293
2022
Q4
$570K Buy
79,998
+4,755
+6% +$33.9K 0.01% 297
2022
Q3
$549K Buy
+75,243
New +$549K 0.01% 275