Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$61.8K Sell
12,486
-109,283
-90% -$541K ﹤0.01% 952
2025
Q1
$552K Sell
121,769
-25,747
-17% -$117K 0.01% 625
2024
Q4
$696K Sell
147,516
-8,821
-6% -$41.6K 0.01% 559
2024
Q3
$594K Buy
156,337
+27,515
+21% +$105K 0.01% 580
2024
Q2
$457K Buy
128,822
+1,167
+0.9% +$4.14K 0.01% 566
2024
Q1
$447K Buy
127,655
+3,562
+3% +$12.5K 0.01% 585
2023
Q4
$418K Buy
124,093
+18,094
+17% +$61K 0.01% 546
2023
Q3
$375K Buy
105,999
+19,199
+22% +$68K 0.01% 503
2023
Q2
$298K Hold
86,800
0.01% 545
2023
Q1
$261K Sell
86,800
-105
-0.1% -$316 0.01% 529
2022
Q4
$280K Buy
86,905
+60,402
+228% +$194K 0.01% 461
2022
Q3
$70K Sell
26,503
-369
-1% -$975 ﹤0.01% 507
2022
Q2
$68K Buy
+26,872
New +$68K ﹤0.01% 545