Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$492K Sell
42,849
-12,671
-23% -$146K ﹤0.01% 1380
2025
Q1
$543K Sell
55,520
-6,647
-11% -$65K ﹤0.01% 1471
2024
Q4
$685K Buy
62,167
+42,907
+223% +$473K ﹤0.01% 1493
2024
Q3
$216K Buy
19,260
+2,820
+17% +$31.7K ﹤0.01% 1635
2024
Q2
$228K Sell
16,440
-2,337
-12% -$32.3K ﹤0.01% 1550
2024
Q1
$304K Buy
18,777
+4,569
+32% +$74.1K ﹤0.01% 1536
2023
Q4
$237K Buy
14,208
+102
+0.7% +$1.7K ﹤0.01% 1588
2023
Q3
$194K Buy
14,106
+675
+5% +$9.27K ﹤0.01% 1600
2023
Q2
$247K Buy
+13,431
New +$247K ﹤0.01% 1547
2022
Q4
Sell
-7,821
Closed -$109K 1911
2022
Q3
$109K Buy
+7,821
New +$109K ﹤0.01% 1536