Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$796K Sell
5,916
-184
-3% -$24.8K ﹤0.01% 568
2025
Q1
$628K Sell
6,100
-2,016
-25% -$207K ﹤0.01% 560
2024
Q4
$724K Sell
8,116
-679
-8% -$60.6K ﹤0.01% 553
2024
Q3
$822K Sell
8,795
-458
-5% -$42.8K 0.01% 547
2024
Q2
$884K Sell
9,253
-686
-7% -$65.6K 0.01% 491
2024
Q1
$1.03M Buy
9,939
+1,274
+15% +$132K 0.01% 479
2023
Q4
$807K Sell
8,665
-1,390
-14% -$129K 0.01% 529
2023
Q3
$1.01M Buy
10,055
+3,744
+59% +$375K 0.01% 442
2023
Q2
$610K Sell
6,311
-229
-4% -$22.1K 0.01% 576
2023
Q1
$578K Buy
+6,540
New +$578K 0.01% 564