Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$310K Sell
9,430
-4,931
-34% -$162K ﹤0.01% 1494
2025
Q1
$400K Buy
14,361
+7,514
+110% +$209K ﹤0.01% 1542
2024
Q4
$281K Sell
6,847
-1,095
-14% -$45K ﹤0.01% 1671
2024
Q3
$281K Buy
7,942
+909
+13% +$32.2K ﹤0.01% 1572
2024
Q2
$172K Sell
7,033
-15,206
-68% -$372K ﹤0.01% 1600
2024
Q1
$507K Buy
22,239
+1,804
+9% +$41.1K ﹤0.01% 1421
2023
Q4
$562K Buy
20,435
+3,012
+17% +$82.8K ﹤0.01% 1412
2023
Q3
$549K Buy
+17,423
New +$549K ﹤0.01% 1394