Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$227K Buy
27,968
+15,610
+126% +$126K ﹤0.01% 2947
2025
Q1
$87.6K Sell
12,358
-332
-3% -$2.35K ﹤0.01% 3212
2024
Q4
$119K Sell
12,690
-15,544
-55% -$145K ﹤0.01% 3145
2024
Q3
$369K Buy
28,234
+8,995
+47% +$117K ﹤0.01% 2395
2024
Q2
$293K Buy
19,239
+1,309
+7% +$19.9K ﹤0.01% 2467
2024
Q1
$234K Buy
17,930
+6,273
+54% +$82K ﹤0.01% 2640
2023
Q4
$154K Sell
11,657
-4,959
-30% -$65.7K ﹤0.01% 2764
2023
Q3
$214K Buy
+16,616
New +$214K ﹤0.01% 2444