Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$43.8K Sell
105,778
-24,945
-19% -$10.3K ﹤0.01% 1013
2025
Q1
$86K Sell
130,723
-19,900
-13% -$13.1K 0.01% 950
2024
Q4
$200K Buy
150,623
+1,777
+1% +$2.36K 0.01% 899
2024
Q3
$262K Sell
148,846
-9,000
-6% -$15.8K 0.02% 777
2024
Q2
$262K Buy
157,846
+28,647
+22% +$47.6K 0.02% 708
2024
Q1
$319K Buy
+129,199
New +$319K 0.02% 716
2023
Q4
Sell
-26,061
Closed -$62.3K 544
2023
Q3
$62.3K Sell
26,061
-230
-0.9% -$550 0.01% 488
2023
Q2
$41K Buy
26,291
+3
+0% +$5 0.01% 508
2023
Q1
$66.5K Buy
+26,288
New +$66.5K 0.01% 475