Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$551K Sell
8,605
-812
-9% -$52K ﹤0.01% 1637
2025
Q1
$488K Buy
9,417
+9,375
+22,321% +$485K ﹤0.01% 1600
2024
Q4
$2.22K Sell
42
-83
-66% -$4.39K ﹤0.01% 3424
2024
Q3
$5.28K Hold
125
﹤0.01% 3152
2024
Q2
$7.35K Sell
125
-283
-69% -$16.6K ﹤0.01% 2970
2024
Q1
$25.2K Sell
408
-50
-11% -$3.09K ﹤0.01% 2545
2023
Q4
$31.3K Buy
458
+81
+21% +$5.53K ﹤0.01% 2398
2023
Q3
$21K Sell
377
-6,977
-95% -$389K ﹤0.01% 2372
2023
Q2
$472K Buy
7,354
+2,433
+49% +$156K 0.01% 1218
2023
Q1
$252K Buy
4,921
+977
+25% +$50.1K ﹤0.01% 1441
2022
Q4
$3.11K Buy
+3,944
New +$3.11K ﹤0.01% 2725