Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$857K Buy
2,439
+83
+4% +$29.2K ﹤0.01% 820
2025
Q1
$746K Sell
2,356
-236
-9% -$74.7K ﹤0.01% 831
2024
Q4
$875K Buy
2,592
+153
+6% +$51.6K ﹤0.01% 747
2024
Q3
$777K Sell
2,439
-73
-3% -$23.3K ﹤0.01% 737
2024
Q2
$808K Sell
2,512
-127
-5% -$40.8K ﹤0.01% 689
2024
Q1
$916K Sell
2,639
-52
-2% -$18.1K 0.01% 627
2023
Q4
$976K Buy
2,691
+1,379
+105% +$500K 0.01% 572
2023
Q3
$390K Buy
1,312
+203
+18% +$60.4K ﹤0.01% 741
2023
Q2
$366K Buy
1,109
+161
+17% +$53.2K ﹤0.01% 754
2023
Q1
$315K Buy
+948
New +$315K ﹤0.01% 777
2020
Q4
Sell
-627
Closed -$205K 709
2020
Q3
$205K Buy
+627
New +$205K 0.01% 506