Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$554K Buy
24,427
+3,826
+19% +$86.9K ﹤0.01% 3113
2025
Q1
$369K Sell
20,601
-511
-2% -$9.15K ﹤0.01% 3269
2024
Q4
$377K Sell
21,112
-1,141
-5% -$20.4K ﹤0.01% 3327
2024
Q3
$265K Buy
22,253
+6,446
+41% +$76.9K ﹤0.01% 3436
2024
Q2
$193K Sell
15,807
-2,268
-13% -$27.8K ﹤0.01% 3615
2024
Q1
$183K Sell
18,075
-70
-0.4% -$709 ﹤0.01% 3653
2023
Q4
$159K Sell
18,145
-2,797
-13% -$24.6K ﹤0.01% 3597
2023
Q3
$120K Hold
20,942
﹤0.01% 3678
2023
Q2
$116K Buy
+20,942
New +$116K ﹤0.01% 3686