Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$292K Sell
11,036
-1,568
-12% -$41.5K ﹤0.01% 1195
2025
Q1
$440K Sell
12,604
-6,295
-33% -$220K 0.01% 903
2024
Q4
$752K Sell
18,899
-1,327
-7% -$52.8K 0.01% 689
2024
Q3
$1.1M Buy
20,226
+1,587
+9% +$86.6K 0.02% 535
2024
Q2
$982K Buy
18,639
+11,644
+166% +$613K 0.02% 533
2024
Q1
$405K Sell
6,995
-358
-5% -$20.7K 0.01% 468
2023
Q4
$403K Buy
7,353
+1,688
+30% +$92.6K 0.01% 443
2023
Q3
$292K Buy
5,665
+512
+10% +$26.4K 0.01% 377
2023
Q2
$274K Sell
5,153
-1,085
-17% -$57.8K 0.01% 389
2023
Q1
$342K Buy
+6,238
New +$342K 0.01% 365