Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$112K Sell
13,224
-55
-0.4% -$466 ﹤0.01% 2386
2025
Q1
$108K Buy
13,279
+11,077
+503% +$90.2K ﹤0.01% 2272
2024
Q4
$15.2K Sell
2,202
-10,281
-82% -$71K ﹤0.01% 2888
2024
Q3
$90.3K Sell
12,483
-4,698
-27% -$34K ﹤0.01% 2229
2024
Q2
$131K Sell
17,181
-13,921
-45% -$106K ﹤0.01% 2043
2024
Q1
$209K Buy
31,102
+13,185
+74% +$88.6K ﹤0.01% 1822
2023
Q4
$122K Sell
17,917
-22,016
-55% -$150K ﹤0.01% 1881
2023
Q3
$240K Buy
39,933
+29,275
+275% +$176K ﹤0.01% 1549
2023
Q2
$64.3K Buy
10,658
+232
+2% +$1.4K ﹤0.01% 2006
2023
Q1
$75.4K Buy
10,426
+333
+3% +$2.41K ﹤0.01% 1844
2022
Q4
$92 Buy
+10,093
New +$92 ﹤0.01% 3385