Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$289K Sell
1,845
-98
-5% -$15.4K ﹤0.01% 2369
2025
Q1
$251K Sell
1,943
-1,494
-43% -$193K ﹤0.01% 2307
2024
Q4
$491K Buy
3,437
+363
+12% +$51.9K ﹤0.01% 1879
2024
Q3
$460K Buy
3,074
+52
+2% +$7.77K ﹤0.01% 1809
2024
Q2
$390K Buy
3,022
+236
+8% +$30.5K ﹤0.01% 1933
2024
Q1
$379K Sell
2,786
-35
-1% -$4.76K ﹤0.01% 1844
2023
Q4
$337K Buy
2,821
+103
+4% +$12.3K ﹤0.01% 1771
2023
Q3
$266K Buy
+2,718
New +$266K ﹤0.01% 1744
2023
Q2
Sell
-2,472
Closed -$213K 2146
2023
Q1
$213K Sell
2,472
-1,500
-38% -$129K ﹤0.01% 1798
2022
Q4
$322K Buy
+3,972
New +$322K ﹤0.01% 1688