Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$127K Sell
3,016
-211
-7% -$8.85K ﹤0.01% 741
2025
Q1
$101K Buy
3,227
+1,311
+68% +$41.2K ﹤0.01% 759
2024
Q4
$66.3K Buy
1,916
+408
+27% +$14.1K ﹤0.01% 803
2024
Q3
$34.7K Buy
1,508
+462
+44% +$10.6K ﹤0.01% 999
2024
Q2
$27.5K Sell
1,046
-419
-29% -$11K ﹤0.01% 970
2024
Q1
$31.9K Sell
1,465
-1,868
-56% -$40.6K ﹤0.01% 940
2023
Q4
$69.3K Sell
3,333
-173
-5% -$3.6K ﹤0.01% 776
2023
Q3
$52.9K Sell
3,506
-265
-7% -$4K ﹤0.01% 823
2023
Q2
$50.1K Sell
3,771
-31,211
-89% -$414K ﹤0.01% 847
2023
Q1
$516K Sell
34,982
-3,453
-9% -$51K 0.01% 409
2022
Q4
$427K Sell
38,435
-1,146
-3% -$12.7K 0.01% 440
2022
Q3
$327K Sell
39,581
-1,448
-4% -$12K 0.01% 496
2022
Q2
$401K Sell
41,029
-615
-1% -$6.01K 0.01% 503
2022
Q1
$546K Buy
+41,644
New +$546K 0.01% 462