Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$762K Sell
7,397
-2,843
-28% -$293K ﹤0.01% 2001
2025
Q1
$895K Sell
10,240
-299
-3% -$26.1K ﹤0.01% 1768
2024
Q4
$1.06M Buy
10,539
+4,166
+65% +$417K ﹤0.01% 1603
2024
Q3
$542K Buy
6,373
+1,038
+19% +$88.2K ﹤0.01% 2070
2024
Q2
$438K Buy
5,335
+695
+15% +$57K ﹤0.01% 2148
2024
Q1
$321K Buy
4,640
+672
+17% +$46.4K ﹤0.01% 2383
2023
Q4
$207K Buy
+3,968
New +$207K ﹤0.01% 2669