Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$740K Sell
8,528
-17,109
-67% -$1.49M 0.01% 706
2025
Q1
$1.35M Sell
25,637
-10,575
-29% -$556K 0.03% 518
2024
Q4
$1.99M Buy
36,212
+15,168
+72% +$835K 0.04% 422
2024
Q3
$1.08M Sell
21,044
-736
-3% -$37.7K 0.03% 560
2024
Q2
$1.21M Buy
21,780
+736
+3% +$40.8K 0.03% 517
2024
Q1
$1.08M Buy
21,044
+1,377
+7% +$70.5K 0.03% 559
2023
Q4
$894K Buy
19,667
+9,931
+102% +$452K 0.03% 563
2023
Q3
$401K Buy
+9,736
New +$401K 0.01% 742