Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$111K Sell
10,867
-7,358
-40% -$75.1K ﹤0.01% 3629
2025
Q1
$126K Sell
18,225
-2,606
-13% -$18K ﹤0.01% 3703
2024
Q4
$214K Buy
20,831
+3,701
+22% +$37.9K ﹤0.01% 3545
2024
Q3
$180K Buy
17,130
+7,858
+85% +$82.7K ﹤0.01% 3650
2024
Q2
$113K Buy
9,272
+4,706
+103% +$57.6K ﹤0.01% 3430
2024
Q1
$88K Buy
4,566
+866
+23% +$16.7K ﹤0.01% 3615
2023
Q4
$64.3K Sell
3,700
-1,220
-25% -$21.2K ﹤0.01% 3653
2023
Q3
$91.9K Buy
+4,920
New +$91.9K ﹤0.01% 3277