Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$119K Sell
4,846
-3,779
-44% -$92.4K ﹤0.01% 777
2025
Q1
$239K Sell
8,625
-2,921
-25% -$80.9K 0.01% 609
2024
Q4
$377K Buy
11,546
+1,260
+12% +$41.1K 0.01% 554
2024
Q3
$369K Sell
10,286
-4,374
-30% -$157K 0.01% 542
2024
Q2
$513K Buy
14,660
+1,011
+7% +$35.4K 0.02% 425
2024
Q1
$412K Buy
13,649
+9,597
+237% +$290K 0.02% 488
2023
Q4
$122K Buy
4,052
+2,007
+98% +$60.4K 0.01% 564
2023
Q3
$52K Sell
2,045
-53
-3% -$1.35K 0.01% 392
2023
Q2
$64K Buy
2,098
+260
+14% +$7.93K 0.01% 319
2023
Q1
$54K Buy
+1,838
New +$54K 0.01% 284