Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$105K Sell
2,000
-13
-0.6% -$683 ﹤0.01% 645
2025
Q1
$95K Sell
2,013
-23,922
-92% -$1.13M ﹤0.01% 661
2024
Q4
$1.63M Buy
25,935
+1,909
+8% +$120K 0.07% 350
2024
Q3
$1.38M Buy
24,026
+3,636
+18% +$209K 0.06% 397
2024
Q2
$845K Sell
20,390
-31,881
-61% -$1.32M 0.06% 399
2024
Q1
$2.34M Buy
52,271
+14,550
+39% +$651K 0.31% 61
2023
Q4
$1.63M Sell
37,721
-5,162
-12% -$223K 0.31% 85
2023
Q3
$1.29M Sell
42,883
-3,709
-8% -$112K 0.28% 92
2023
Q2
$1.36M Buy
46,592
+42,200
+961% +$1.23M 0.27% 91
2023
Q1
$129K Buy
+4,392
New +$129K 0.04% 226