Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$221K Sell
1,710
-108
-6% -$14K ﹤0.01% 324
2025
Q1
$217K Sell
1,818
-199
-10% -$23.8K 0.01% 311
2024
Q4
$234K Buy
2,017
+140
+7% +$16.2K 0.01% 286
2024
Q3
$253K Buy
1,877
+141
+8% +$19K 0.01% 273
2024
Q2
$235K Sell
1,736
-375
-18% -$50.9K 0.01% 276
2024
Q1
$273K Sell
2,111
-394
-16% -$50.9K 0.01% 276
2023
Q4
$286K Sell
2,505
-2,135
-46% -$244K 0.01% 260
2023
Q3
$422K Buy
4,640
+281
+6% +$25.6K 0.02% 229
2023
Q2
$491K Buy
+4,359
New +$491K 0.02% 243