Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.79M Sell
95,336
-3,985
-4% -$74.8K ﹤0.01% 1411
2025
Q1
$2.07M Sell
99,321
-5,504
-5% -$114K ﹤0.01% 1229
2024
Q4
$2.37M Buy
104,825
+23,935
+30% +$540K ﹤0.01% 1124
2024
Q3
$1.08M Buy
80,890
+29,121
+56% +$390K ﹤0.01% 1544
2024
Q2
$627K Buy
51,769
+1,267
+3% +$15.4K ﹤0.01% 1880
2024
Q1
$1.05M Sell
50,502
-11,690
-19% -$242K ﹤0.01% 1466
2023
Q4
$1.21M Buy
62,192
+52,011
+511% +$1.01M ﹤0.01% 1313
2023
Q3
$257K Buy
+10,181
New +$257K ﹤0.01% 2287