Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$417K Sell
2,644
-1,787
-40% -$282K ﹤0.01% 796
2025
Q1
$781K Buy
4,431
+1,304
+42% +$230K 0.01% 599
2024
Q4
$614K Sell
3,127
-886
-22% -$174K 0.01% 549
2024
Q3
$951K Buy
4,013
+42
+1% +$9.95K 0.01% 406
2024
Q2
$840K Buy
3,971
+1,582
+66% +$334K 0.01% 400
2024
Q1
$604K Buy
2,389
+187
+8% +$47.3K 0.01% 445
2023
Q4
$509K Buy
2,202
+614
+39% +$142K 0.01% 452
2023
Q3
$312K Buy
1,588
+283
+22% +$55.7K 0.01% 553
2023
Q2
$293K Buy
+1,305
New +$293K ﹤0.01% 551