Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$865K Buy
63,483
+20,341
+47% +$277K ﹤0.01% 2750
2025
Q1
$235K Sell
43,142
-13,631
-24% -$74.3K ﹤0.01% 3246
2024
Q4
$281K Buy
56,773
+7,756
+16% +$38.4K ﹤0.01% 3357
2024
Q3
$257K Buy
49,017
+37,112
+312% +$195K ﹤0.01% 3355
2024
Q2
$82K Sell
11,905
-14,758
-55% -$102K ﹤0.01% 3469
2024
Q1
$274K Sell
26,663
-22,710
-46% -$233K ﹤0.01% 3172
2023
Q4
$409K Buy
49,373
+26,604
+117% +$220K ﹤0.01% 3118
2023
Q3
$142K Buy
+22,769
New +$142K ﹤0.01% 3172