Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$532K Sell
5,178
-2,371
-31% -$243K 0.01% 404
2025
Q1
$660K Sell
7,549
-3,033
-29% -$265K 0.01% 375
2024
Q4
$1.06M Sell
10,582
-878
-8% -$88.4K 0.02% 312
2024
Q3
$1.12M Sell
11,460
-1,237
-10% -$121K 0.02% 315
2024
Q2
$973K Sell
12,697
-58,366
-82% -$4.47M 0.02% 325
2024
Q1
$6.07M Sell
71,063
-1,424
-2% -$122K 0.1% 147
2023
Q4
$5.27M Sell
72,487
-2,241
-3% -$163K 0.08% 163
2023
Q3
$4.84M Buy
74,728
+74,402
+22,823% +$4.82M 0.08% 169
2023
Q2
$21.1K Hold
326
﹤0.01% 1086
2023
Q1
$18K Sell
326
-8
-2% -$442 ﹤0.01% 1110
2022
Q4
$15K Hold
334
﹤0.01% 1192
2022
Q3
$13K Sell
334
-505
-60% -$19.7K ﹤0.01% 1242
2022
Q2
$38K Sell
839
-185
-18% -$8.38K ﹤0.01% 987
2022
Q1
$56K Hold
1,024
﹤0.01% 941
2021
Q4
$75K Buy
+1,024
New +$75K ﹤0.01% 872