Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$405K Buy
80,264
+30,293
+61% +$153K ﹤0.01% 2497
2025
Q1
$261K Sell
49,971
-56,753
-53% -$296K ﹤0.01% 2764
2024
Q4
$581K Buy
106,724
+78,120
+273% +$425K ﹤0.01% 2063
2024
Q3
$273K Buy
28,604
+18,544
+184% +$177K ﹤0.01% 2662
2024
Q2
$98K Sell
10,060
-8,841
-47% -$86.1K ﹤0.01% 2959
2024
Q1
$245K Sell
18,901
-14,853
-44% -$192K ﹤0.01% 2604
2023
Q4
$529K Buy
33,754
+5,725
+20% +$89.7K ﹤0.01% 1900
2023
Q3
$381K Sell
28,029
-4,839
-15% -$65.8K ﹤0.01% 1958
2023
Q2
$490K Buy
32,868
+20,298
+161% +$303K ﹤0.01% 1760
2023
Q1
$149K Buy
+12,570
New +$149K ﹤0.01% 2483