Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$40.6K Sell
11,842
-42,972
-78% -$147K ﹤0.01% 3699
2025
Q1
$209K Sell
54,814
-15,277
-22% -$58.2K ﹤0.01% 3083
2024
Q4
$306K Sell
70,091
-6,819
-9% -$29.7K ﹤0.01% 2976
2024
Q3
$514K Sell
76,910
-104,933
-58% -$701K ﹤0.01% 2681
2024
Q2
$756K Sell
181,843
-51,461
-22% -$214K ﹤0.01% 2399
2024
Q1
$1.05M Buy
233,304
+27,549
+13% +$124K ﹤0.01% 2226
2023
Q4
$1.87M Buy
205,755
+587
+0.3% +$5.32K ﹤0.01% 1946
2023
Q3
$1.85M Sell
205,168
-4,645
-2% -$42K ﹤0.01% 1890
2023
Q2
$2.03M Buy
+209,813
New +$2.03M ﹤0.01% 1899