Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$125K Sell
15,805
-15,857
-50% -$125K ﹤0.01% 3581
2025
Q1
$244K Sell
31,662
-13,964
-31% -$108K ﹤0.01% 3323
2024
Q4
$469K Buy
45,626
+7,619
+20% +$78.2K ﹤0.01% 3068
2024
Q3
$351K Buy
38,007
+7,139
+23% +$66K ﹤0.01% 3219
2024
Q2
$253K Buy
30,868
+1,677
+6% +$13.8K ﹤0.01% 3057
2024
Q1
$352K Sell
29,191
-22,898
-44% -$276K ﹤0.01% 3029
2023
Q4
$574K Buy
52,089
+33,661
+183% +$371K ﹤0.01% 2593
2023
Q3
$182K Sell
18,428
-13,877
-43% -$137K ﹤0.01% 3020
2023
Q2
$425K Buy
32,305
+11,304
+54% +$149K ﹤0.01% 2843
2023
Q1
$230K Sell
21,001
-6,573
-24% -$71.8K ﹤0.01% 3050
2022
Q4
$237K Buy
+27,574
New +$237K ﹤0.01% 2956