Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$239K Sell
24,577
-16,183
-40% -$157K ﹤0.01% 799
2025
Q1
$407K Buy
40,760
+4,988
+14% +$49.8K 0.01% 516
2024
Q4
$317K Buy
35,772
+22,145
+163% +$196K 0.01% 579
2024
Q3
$159K Buy
13,627
+987
+8% +$11.5K ﹤0.01% 773
2024
Q2
$141K Sell
12,640
-10,314
-45% -$115K ﹤0.01% 712
2024
Q1
$280K Buy
22,954
+7,052
+44% +$86K 0.01% 555
2023
Q4
$252K Buy
15,902
+3,355
+27% +$53.2K 0.01% 558
2023
Q3
$168K Buy
+12,547
New +$168K ﹤0.01% 556