Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$785K Buy
21,623
+9,933
+85% +$361K ﹤0.01% 1165
2025
Q1
$256K Sell
11,690
-4,989
-30% -$109K ﹤0.01% 1648
2024
Q4
$404K Buy
+16,679
New +$404K ﹤0.01% 1368
2024
Q2
Sell
-11,237
Closed -$400K 1981
2024
Q1
$400K Buy
+11,237
New +$400K ﹤0.01% 1307
2023
Q4
Sell
-14,988
Closed -$463K 2099
2023
Q3
$463K Buy
14,988
+9,370
+167% +$289K ﹤0.01% 1292
2023
Q2
$224K Sell
5,618
-2,277
-29% -$90.8K ﹤0.01% 1610
2023
Q1
$305K Buy
+7,895
New +$305K ﹤0.01% 1566