Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$339K Sell
17,968
-2,181
-11% -$41.2K ﹤0.01% 3626
2025
Q1
$321K Buy
20,149
+2,668
+15% +$42.5K ﹤0.01% 3625
2024
Q4
$331K Sell
17,481
-21,188
-55% -$401K ﹤0.01% 3661
2024
Q3
$597K Sell
38,669
-29,973
-44% -$463K ﹤0.01% 3413
2024
Q2
$964K Buy
68,642
+18,901
+38% +$265K ﹤0.01% 3173
2024
Q1
$786K Buy
49,741
+16,635
+50% +$263K ﹤0.01% 3272
2023
Q4
$438K Buy
33,106
+150
+0.5% +$1.99K ﹤0.01% 3498
2023
Q3
$371K Buy
+32,956
New +$371K ﹤0.01% 3513