Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$183K Sell
71,103
-4,662
-6% -$12K ﹤0.01% 4978
2025
Q1
$190K Sell
75,765
-21,046
-22% -$52.8K ﹤0.01% 4761
2024
Q4
$254K Buy
96,811
+21,473
+29% +$56.3K ﹤0.01% 4558
2024
Q3
$288K Sell
75,338
-697
-0.9% -$2.66K ﹤0.01% 4382
2024
Q2
$234K Buy
76,035
+1,103
+1% +$3.4K ﹤0.01% 4360
2024
Q1
$426K Buy
+74,932
New +$426K ﹤0.01% 3856
2023
Q3
Sell
-11,800
Closed -$17.9K 4627
2023
Q2
$17.9K Buy
+11,800
New +$17.9K ﹤0.01% 4475