Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$280K Sell
3,247
-6,306
-66% -$544K ﹤0.01% 2183
2025
Q1
$497K Sell
9,553
-579
-6% -$30.1K ﹤0.01% 1752
2024
Q4
$661K Sell
10,132
-4,939
-33% -$322K ﹤0.01% 1613
2024
Q3
$1.01M Buy
15,071
+9,027
+149% +$604K ﹤0.01% 1390
2024
Q2
$335K Sell
6,044
-4,985
-45% -$276K ﹤0.01% 1759
2024
Q1
$564K Buy
+11,029
New +$564K ﹤0.01% 1544
2023
Q2
Sell
-6,776
Closed -$1.34M 1656
2023
Q1
$1.34M Buy
+6,776
New +$1.34M ﹤0.01% 854