Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$183K Sell
11,026
-13,049
-54% -$217K ﹤0.01% 958
2025
Q1
$396K Buy
24,075
+11,408
+90% +$188K ﹤0.01% 632
2024
Q4
$246K Sell
12,667
-5,350
-30% -$104K ﹤0.01% 877
2024
Q3
$616K Buy
+18,017
New +$616K ﹤0.01% 560
2024
Q2
Sell
-9,324
Closed -$325K 4017
2024
Q1
$325K Sell
9,324
-7,316
-44% -$255K ﹤0.01% 789
2023
Q4
$506K Buy
16,640
+4,410
+36% +$134K ﹤0.01% 641
2023
Q3
$336K Buy
12,230
+6,258
+105% +$172K ﹤0.01% 660
2023
Q2
$144K Sell
5,972
-4,229
-41% -$102K ﹤0.01% 925
2023
Q1
$317K Sell
10,201
-603
-6% -$18.7K ﹤0.01% 660
2022
Q4
$315K Buy
10,804
+3,699
+52% +$108K ﹤0.01% 629
2022
Q3
$144K Buy
+7,105
New +$144K ﹤0.01% 999