Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$133K Sell
16,802
-7,149
-30% -$56.5K ﹤0.01% 2277
2025
Q1
$185K Sell
23,951
-916
-4% -$7.07K ﹤0.01% 2044
2024
Q4
$255K Buy
24,867
+116
+0.5% +$1.19K ﹤0.01% 1885
2024
Q3
$229K Sell
24,751
-1,128
-4% -$10.4K ﹤0.01% 1969
2024
Q2
$212K Sell
25,879
-1,800
-7% -$14.8K ﹤0.01% 1974
2024
Q1
$334K Buy
27,679
+11,082
+67% +$134K ﹤0.01% 1737
2023
Q4
$183K Buy
16,597
+16,269
+4,960% +$179K ﹤0.01% 2055
2023
Q3
$3.23K Hold
328
﹤0.01% 3543
2023
Q2
$4.31K Hold
328
﹤0.01% 3484
2023
Q1
$3.59K Hold
328
﹤0.01% 3612
2022
Q4
$2.82K Buy
+328
New +$2.82K ﹤0.01% 3669