Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$142K Sell
11,066
-8,931
-45% -$115K ﹤0.01% 1018
2025
Q1
$206K Buy
19,997
+3,243
+19% +$33.4K ﹤0.01% 1056
2024
Q4
$213K Sell
16,754
-2,682
-14% -$34.1K ﹤0.01% 1091
2024
Q3
$249K Sell
19,436
-23,158
-54% -$297K ﹤0.01% 836
2024
Q2
$540K Sell
42,594
-4,977
-10% -$63.1K ﹤0.01% 715
2024
Q1
$1.08M Sell
47,571
-8,309
-15% -$188K ﹤0.01% 662
2023
Q4
$1.39M Buy
55,880
+17,435
+45% +$433K ﹤0.01% 652
2023
Q3
$658K Sell
38,445
-7,367
-16% -$126K ﹤0.01% 715
2023
Q2
$759K Buy
+45,812
New +$759K ﹤0.01% 723