Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$328K Buy
41,090
+27,716
+207% +$221K ﹤0.01% 4214
2025
Q1
$127K Sell
13,374
-52,134
-80% -$493K ﹤0.01% 5135
2024
Q4
$671K Sell
65,508
-5,421
-8% -$55.6K ﹤0.01% 3504
2024
Q3
$980K Buy
70,929
+42,440
+149% +$586K ﹤0.01% 3428
2024
Q2
$397K Sell
28,489
-38,696
-58% -$539K ﹤0.01% 4750
2024
Q1
$734K Buy
67,185
+9,642
+17% +$105K ﹤0.01% 3604
2023
Q4
$692K Buy
57,543
+40,351
+235% +$485K ﹤0.01% 3752
2023
Q3
$137K Buy
+17,192
New +$137K ﹤0.01% 4541
2022
Q3
Sell
-14,892
Closed -$57K 6399
2022
Q2
$57K Buy
+14,892
New +$57K ﹤0.01% 4899