Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$119K Sell
380
-2,264
-86% -$711K ﹤0.01% 840
2025
Q1
$694K Buy
2,644
+1,605
+154% +$421K ﹤0.01% 701
2024
Q4
$271K Sell
1,039
-2,685
-72% -$701K ﹤0.01% 764
2024
Q3
$867K Sell
3,724
-1,274
-25% -$297K ﹤0.01% 665
2024
Q2
$1.01M Buy
4,998
+1,585
+46% +$320K ﹤0.01% 650
2024
Q1
$585K Buy
3,413
+3,033
+798% +$520K ﹤0.01% 739
2023
Q4
$82.5K Hold
380
﹤0.01% 946
2023
Q3
$60.6K Buy
+380
New +$60.6K ﹤0.01% 957