Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$505K Sell
74,664
-34,702
-32% -$235K ﹤0.01% 2330
2025
Q1
$563K Sell
109,366
-14,754
-12% -$76K ﹤0.01% 2115
2024
Q4
$707K Buy
124,120
+36,527
+42% +$208K ﹤0.01% 1898
2024
Q3
$607K Sell
87,593
-13,469
-13% -$93.3K ﹤0.01% 1981
2024
Q2
$605K Buy
101,062
+51,857
+105% +$311K ﹤0.01% 1907
2024
Q1
$234K Buy
+49,205
New +$234K ﹤0.01% 2641