Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-9,050
Closed -$78.8K 1697
2025
Q1
$78.8K Sell
9,050
-4,384
-33% -$38.2K ﹤0.01% 807
2024
Q4
$167K Sell
13,434
-574
-4% -$7.15K ﹤0.01% 619
2024
Q3
$163K Sell
14,008
-1,505
-10% -$17.5K ﹤0.01% 633
2024
Q2
$185K Buy
15,513
+4,353
+39% +$52K ﹤0.01% 634
2024
Q1
$121K Sell
11,160
-197
-2% -$2.13K ﹤0.01% 656
2023
Q4
$123K Sell
11,357
-662
-6% -$7.17K ﹤0.01% 550
2023
Q3
$119K Buy
12,019
+650
+6% +$6.41K ﹤0.01% 524
2023
Q2
$113K Buy
11,369
+434
+4% +$4.33K ﹤0.01% 562
2023
Q1
$105K Sell
10,935
-998
-8% -$9.6K ﹤0.01% 507
2022
Q4
$133K Buy
+11,933
New +$133K ﹤0.01% 470