Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$912K Sell
31,341
-19,300
-38% -$562K ﹤0.01% 2272
2025
Q1
$1.23M Sell
50,641
-13,191
-21% -$321K ﹤0.01% 2086
2024
Q4
$1.37M Buy
63,832
+2,542
+4% +$54.6K ﹤0.01% 1994
2024
Q3
$1.22M Buy
61,290
+25,253
+70% +$505K ﹤0.01% 2076
2024
Q2
$583K Sell
36,037
-8,601
-19% -$139K ﹤0.01% 2421
2024
Q1
$689K Buy
44,638
+30,956
+226% +$478K ﹤0.01% 2278
2023
Q4
$260K Sell
13,682
-10,049
-42% -$191K ﹤0.01% 2609
2023
Q3
$367K Buy
23,731
+3,746
+19% +$57.9K ﹤0.01% 2401
2023
Q2
$424K Sell
19,985
-1,232
-6% -$26.2K ﹤0.01% 2389
2023
Q1
$518K Buy
+21,217
New +$518K ﹤0.01% 2500