Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$877K Buy
174,366
+12,199
+8% +$61.4K ﹤0.01% 887
2025
Q1
$735K Sell
162,167
-121,063
-43% -$548K ﹤0.01% 929
2024
Q4
$1.34M Sell
283,230
-51,949
-15% -$245K ﹤0.01% 804
2024
Q3
$1.27M Buy
335,179
+5,545
+2% +$21.1K ﹤0.01% 818
2024
Q2
$1.17M Buy
+329,634
New +$1.17M ﹤0.01% 822
2023
Q4
Sell
-10,884
Closed -$38.9K 1589
2023
Q3
$38.9K Buy
10,884
+143
+1% +$511 ﹤0.01% 1530
2023
Q2
$36.5K Buy
+10,741
New +$36.5K ﹤0.01% 1567