Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$359K Sell
26,101
-583
-2% -$8.01K ﹤0.01% 1906
2025
Q1
$332K Buy
26,684
+3,314
+14% +$41.3K ﹤0.01% 1829
2024
Q4
$311K Sell
23,370
-2,020
-8% -$26.9K ﹤0.01% 1857
2024
Q3
$285K Sell
25,390
-817
-3% -$9.17K ﹤0.01% 1838
2024
Q2
$352K Sell
26,207
-1,005
-4% -$13.5K ﹤0.01% 1631
2024
Q1
$298K Buy
27,212
+4,647
+21% +$50.9K ﹤0.01% 1647
2023
Q4
$400K Buy
22,565
+8,290
+58% +$147K ﹤0.01% 1408
2023
Q3
$347K Buy
14,275
+9,404
+193% +$228K ﹤0.01% 1354
2023
Q2
$81.2K Hold
4,871
﹤0.01% 1922
2023
Q1
$75.4K Sell
4,871
-2,530
-34% -$39.2K ﹤0.01% 1843
2022
Q4
$58.1K Buy
+7,401
New +$58.1K ﹤0.01% 1658