Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$323K Sell
64,155
-20,442
-24% -$103K ﹤0.01% 2114
2025
Q1
$383K Buy
84,597
+38,342
+83% +$174K ﹤0.01% 1896
2024
Q4
$188K Sell
46,255
-5,986
-11% -$24.3K ﹤0.01% 2248
2024
Q3
$199K Buy
52,241
+17,094
+49% +$65K ﹤0.01% 2321
2024
Q2
$125K Sell
35,147
-13,211
-27% -$46.9K ﹤0.01% 2084
2024
Q1
$152K Buy
48,358
+31,016
+179% +$97.4K ﹤0.01% 2158
2023
Q4
$58.4K Buy
+17,342
New +$58.4K ﹤0.01% 1804