Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$315K Sell
4,597
-1,890
-29% -$130K ﹤0.01% 2132
2025
Q1
$419K Sell
6,487
-1,855
-22% -$120K ﹤0.01% 1860
2024
Q4
$868K Buy
8,342
+4,592
+122% +$478K ﹤0.01% 1486
2024
Q3
$378K Sell
3,750
-217
-5% -$21.9K ﹤0.01% 1931
2024
Q2
$420K Sell
3,967
-218
-5% -$23.1K ﹤0.01% 1623
2024
Q1
$588K Buy
+4,185
New +$588K ﹤0.01% 1526