Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$144K Sell
9,154
-56
-0.6% -$880 ﹤0.01% 2228
2025
Q1
$176K Sell
9,210
-2,833
-24% -$54.1K ﹤0.01% 2078
2024
Q4
$287K Sell
12,043
-30,480
-72% -$727K ﹤0.01% 1816
2024
Q3
$1.19M Sell
42,523
-1,988
-4% -$55.7K ﹤0.01% 1058
2024
Q2
$1.16M Buy
44,511
+4,513
+11% +$118K ﹤0.01% 1040
2024
Q1
$875K Sell
39,998
-5,311
-12% -$116K ﹤0.01% 1181
2023
Q4
$1.05M Buy
45,309
+36,764
+430% +$855K ﹤0.01% 1088
2023
Q3
$169K Sell
8,545
-430
-5% -$8.48K ﹤0.01% 1904
2023
Q2
$203K Sell
8,975
-200
-2% -$4.53K ﹤0.01% 1838
2023
Q1
$180K Sell
9,175
-465
-5% -$9.13K ﹤0.01% 1908
2022
Q4
$166K Buy
+9,640
New +$166K ﹤0.01% 1960