Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$479K Sell
64,180
-10,658
-14% -$79.5K 0.01% 917
2025
Q1
$493K Sell
74,838
-28,550
-28% -$188K 0.01% 839
2024
Q4
$606K Sell
103,388
-1,650
-2% -$9.68K 0.01% 803
2024
Q3
$653K Buy
105,038
+675
+0.6% +$4.2K 0.01% 770
2024
Q2
$653K Buy
104,363
+93,677
+877% +$586K 0.01% 694
2024
Q1
$64.7K Buy
+10,686
New +$64.7K ﹤0.01% 652
2018
Q3
Sell
-25,835
Closed -$128K 220
2018
Q2
$128K Sell
25,835
-663
-3% -$3.29K 0.02% 231
2018
Q1
$146K Buy
+26,498
New +$146K 0.02% 271