Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$233K Sell
3,310
-7,315
-69% -$515K ﹤0.01% 878
2025
Q1
$779K Sell
10,625
-204
-2% -$14.9K 0.02% 307
2024
Q4
$678K Buy
10,829
+226
+2% +$14.2K 0.02% 319
2024
Q3
$699K Sell
10,603
-74
-0.7% -$4.88K 0.02% 309
2024
Q2
$771K Sell
10,677
-160
-1% -$11.5K 0.02% 294
2024
Q1
$727K Buy
10,837
+10,811
+41,581% +$725K 0.02% 299
2023
Q4
$1.71K Buy
+26
New +$1.71K ﹤0.01% 650