Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$131K Sell
4,575
-4,212
-48% -$121K ﹤0.01% 909
2025
Q1
$254K Sell
8,787
-338
-4% -$9.76K ﹤0.01% 750
2024
Q4
$406K Buy
9,125
+3,317
+57% +$148K ﹤0.01% 656
2024
Q3
$252K Sell
5,808
-5,908
-50% -$256K ﹤0.01% 740
2024
Q2
$449K Sell
11,716
-3,197
-21% -$122K ﹤0.01% 614
2024
Q1
$953K Sell
14,913
-4,661
-24% -$298K 0.01% 506
2023
Q4
$1.17M Sell
19,574
-3,193
-14% -$190K 0.01% 394
2023
Q3
$1.22M Buy
22,767
+13,077
+135% +$703K 0.01% 380
2023
Q2
$506K Buy
9,690
+3,578
+59% +$187K 0.01% 536
2023
Q1
$319K Sell
6,112
-1,080
-15% -$56.4K ﹤0.01% 591
2022
Q4
$332K Hold
7,192
﹤0.01% 587
2022
Q3
$272K Buy
7,192
+541
+8% +$20.5K ﹤0.01% 617
2022
Q2
$242K Buy
6,651
+2,612
+65% +$95K ﹤0.01% 654
2022
Q1
$254K Sell
4,039
-396
-9% -$24.9K ﹤0.01% 680
2021
Q4
$356K Buy
+4,435
New +$356K ﹤0.01% 673