Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$379K Buy
55,971
+21,582
+63% +$146K ﹤0.01% 3280
2025
Q1
$177K Buy
34,389
+11,501
+50% +$59.2K ﹤0.01% 3528
2024
Q4
$130K Buy
22,888
+1,166
+5% +$6.65K ﹤0.01% 3575
2024
Q3
$151K Sell
21,722
-62,623
-74% -$434K ﹤0.01% 3548
2024
Q2
$505K Sell
84,345
-28,054
-25% -$168K ﹤0.01% 3250
2024
Q1
$535K Buy
112,399
+77,910
+226% +$371K ﹤0.01% 3282
2023
Q4
$227K Sell
34,489
-96,615
-74% -$637K ﹤0.01% 3519
2023
Q3
$1.22M Sell
131,104
-51,576
-28% -$479K ﹤0.01% 2771
2023
Q2
$2.23M Buy
+182,680
New +$2.23M ﹤0.01% 2590