Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$215K Hold
5,677
﹤0.01% 599
2025
Q1
$238K Sell
5,677
-4,655
-45% -$195K ﹤0.01% 638
2024
Q4
$378K Hold
10,332
﹤0.01% 636
2024
Q3
$400K Sell
10,332
-574
-5% -$22.2K ﹤0.01% 643
2024
Q2
$377K Buy
10,906
+166
+2% +$5.75K ﹤0.01% 646
2024
Q1
$376K Buy
10,740
+453
+4% +$15.9K ﹤0.01% 610
2023
Q4
$368K Buy
10,287
+236
+2% +$8.44K ﹤0.01% 563
2023
Q3
$325K Buy
10,051
+791
+9% +$25.6K ﹤0.01% 626
2023
Q2
$364K Buy
+9,260
New +$364K ﹤0.01% 622
2022
Q4
Sell
-8,557
Closed -$317K 626
2022
Q3
$317K Hold
8,557
0.01% 627
2022
Q2
$372K Sell
8,557
-778
-8% -$33.8K 0.01% 622
2022
Q1
$421K Buy
+9,335
New +$421K 0.01% 623