Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.25M Sell
147,195
-16,457
-10% -$140K ﹤0.01% 4112
2025
Q1
$1.1M Sell
163,652
-2,918
-2% -$19.7K ﹤0.01% 4119
2024
Q4
$869K Sell
166,570
-9,024
-5% -$47.1K ﹤0.01% 4203
2024
Q3
$1.1M Sell
175,594
-3,902
-2% -$24.4K ﹤0.01% 4103
2024
Q2
$1.06M Sell
179,496
-8,650
-5% -$50.9K ﹤0.01% 4113
2024
Q1
$1.27M Sell
188,146
-239,079
-56% -$1.61M ﹤0.01% 4075
2023
Q4
$3.36M Buy
+427,225
New +$3.36M ﹤0.01% 3778