Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$88.7K Sell
15,080
-39,775
-73% -$234K ﹤0.01% 2737
2025
Q1
$671K Buy
54,855
+38,850
+243% +$475K ﹤0.01% 1635
2024
Q4
$203K Sell
16,005
-270
-2% -$3.42K ﹤0.01% 2466
2024
Q3
$143K Sell
16,275
-1,600
-9% -$14.1K ﹤0.01% 2418
2024
Q2
$214K Sell
17,875
-1,400
-7% -$16.8K ﹤0.01% 2357
2024
Q1
$351K Buy
19,275
+4,850
+34% +$88.3K ﹤0.01% 1895
2023
Q4
$454K Sell
14,425
-16,050
-53% -$505K ﹤0.01% 1581
2023
Q3
$462K Buy
+30,475
New +$462K ﹤0.01% 1413