Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$256K Sell
3,587
-284
-7% -$20.3K ﹤0.01% 150
2025
Q1
$246K Sell
3,871
-23,821
-86% -$1.51M ﹤0.01% 153
2024
Q4
$2.07M Sell
27,692
-43,254
-61% -$3.24M 0.03% 105
2024
Q3
$6.22M Buy
70,946
+3,185
+5% +$279K 0.09% 83
2024
Q2
$5.16M Sell
67,761
-4,685
-6% -$357K 0.08% 83
2024
Q1
$6.82M Sell
72,446
-4,117
-5% -$387K 0.1% 75
2023
Q4
$8.35M Sell
76,563
-7,219
-9% -$787K 0.14% 66
2023
Q3
$8.01M Buy
83,782
+5,511
+7% +$527K 0.14% 65
2023
Q2
$8.67M Buy
78,271
+3,585
+5% +$397K 0.18% 49
2023
Q1
$9.17M Buy
+74,686
New +$9.17M 0.2% 50