Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$166K Sell
565
-374
-40% -$110K 0.02% 1231
2025
Q1
$250K Sell
939
-2,766
-75% -$737K 0.03% 878
2024
Q4
$932K Buy
3,705
+3,703
+185,150% +$931K 0.12% 260
2024
Q3
$440 Sell
2
-182
-99% -$40K ﹤0.01% 1745
2024
Q2
$31.7K Buy
184
+182
+9,100% +$31.3K ﹤0.01% 1227
2024
Q1
$379 Sell
2
-2,940
-100% -$557K ﹤0.01% 1561
2023
Q4
$527K Buy
+2,942
New +$527K 0.11% 327