Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$248K Sell
2,852
-1,392
-33% -$121K ﹤0.01% 1044
2025
Q1
$300K Buy
4,244
+273
+7% +$19.3K 0.01% 938
2024
Q4
$295K Sell
3,971
-1,057
-21% -$78.6K 0.01% 949
2024
Q3
$328K Buy
+5,028
New +$328K 0.01% 860
2024
Q2
Sell
-5,028
Closed -$328K 1169
2024
Q1
$328K Sell
5,028
-2,843
-36% -$185K 0.01% 859
2023
Q4
$721K Buy
7,871
+1,194
+18% +$109K 0.02% 630
2023
Q3
$471K Buy
6,677
+2,120
+47% +$150K 0.02% 699
2023
Q2
$291K Sell
4,557
-2,969
-39% -$190K 0.01% 800
2023
Q1
$495K Buy
+7,526
New +$495K 0.02% 649