Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$358K Sell
1,977
-714
-27% -$129K ﹤0.01% 2586
2025
Q1
$467K Sell
2,691
-728
-21% -$126K ﹤0.01% 2259
2024
Q4
$673K Sell
3,419
-389
-10% -$76.6K ﹤0.01% 1944
2024
Q3
$769K Buy
3,808
+1,142
+43% +$231K ﹤0.01% 1810
2024
Q2
$445K Sell
2,666
-19
-0.7% -$3.17K ﹤0.01% 2129
2024
Q1
$429K Buy
2,685
+6
+0.2% +$958 ﹤0.01% 2150
2023
Q4
$388K Sell
2,679
-305
-10% -$44.2K ﹤0.01% 2131
2023
Q3
$337K Buy
2,984
+101
+4% +$11.4K ﹤0.01% 2058
2023
Q2
$313K Buy
2,883
+686
+31% +$74.4K ﹤0.01% 2088
2023
Q1
$221K Buy
+2,197
New +$221K ﹤0.01% 2338