Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$255K Sell
32,189
-7,620
-19% -$60.3K ﹤0.01% 2821
2025
Q1
$307K Sell
39,809
-4,843
-11% -$37.4K ﹤0.01% 2715
2024
Q4
$459K Buy
44,652
+17,419
+64% +$179K ﹤0.01% 2620
2024
Q3
$252K Buy
27,233
+6,662
+32% +$61.6K ﹤0.01% 2765
2024
Q2
$169K Sell
20,571
-40,855
-67% -$335K ﹤0.01% 2865
2024
Q1
$741K Sell
61,426
-1,931
-3% -$23.3K ﹤0.01% 2132
2023
Q4
$698K Buy
63,357
+858
+1% +$9.46K ﹤0.01% 2177
2023
Q3
$616K Buy
62,499
+2,986
+5% +$29.4K ﹤0.01% 2007
2023
Q2
$783K Buy
59,513
+4,743
+9% +$62.4K ﹤0.01% 2116
2023
Q1
$599K Sell
54,770
-5,685
-9% -$62.1K ﹤0.01% 2387
2022
Q4
$521K Buy
+60,455
New +$521K ﹤0.01% 2424