Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$479K Buy
37,288
+13,619
+58% +$175K ﹤0.01% 1737
2025
Q1
$307K Sell
23,669
-932
-4% -$12.1K ﹤0.01% 1923
2024
Q4
$347K Sell
24,601
-8,326
-25% -$117K ﹤0.01% 2004
2024
Q3
$375K Buy
32,927
+3,615
+12% +$41.1K ﹤0.01% 1823
2024
Q2
$281K Buy
29,312
+14,150
+93% +$136K ﹤0.01% 1977
2024
Q1
$129K Buy
15,162
+3,224
+27% +$27.5K ﹤0.01% 2377
2023
Q4
$128K Sell
11,938
-10,004
-46% -$107K ﹤0.01% 2088
2023
Q3
$291K Buy
+21,942
New +$291K ﹤0.01% 1754
2022
Q4
Sell
-11,321
Closed -$140K 2634
2022
Q3
$140K Buy
+11,321
New +$140K ﹤0.01% 2262