Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$165K Buy
17,029
+3,354
+25% +$32.6K ﹤0.01% 1419
2025
Q1
$136K Buy
13,675
+3,012
+28% +$30.1K ﹤0.01% 1343
2024
Q4
$94.6K Sell
10,663
-9,651
-48% -$85.6K ﹤0.01% 1501
2024
Q3
$238K Sell
20,314
-1,673
-8% -$19.6K ﹤0.01% 1361
2024
Q2
$246K Buy
21,987
+4,233
+24% +$47.4K ﹤0.01% 1208
2024
Q1
$216K Hold
17,754
0.01% 609
2023
Q4
$282K Buy
+17,754
New +$282K 0.01% 506