Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$278K Sell
13,359
-81
-0.6% -$1.69K ﹤0.01% 1308
2025
Q1
$238K Buy
13,440
+1,752
+15% +$31K ﹤0.01% 1081
2024
Q4
$181K Buy
+11,688
New +$181K ﹤0.01% 1439
2023
Q4
Sell
-23,546
Closed -$302K 1357
2023
Q3
$302K Sell
23,546
-2,104
-8% -$27K ﹤0.01% 1048
2023
Q2
$290K Sell
25,650
-3,167
-11% -$35.8K ﹤0.01% 693
2023
Q1
$327K Buy
28,817
+5,444
+23% +$61.8K 0.01% 658
2022
Q4
$316K Sell
23,373
-1,365
-6% -$18.5K 0.01% 960
2022
Q3
$302K Buy
+24,738
New +$302K 0.01% 903