Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$463K Sell
13,506
-797
-6% -$27.3K ﹤0.01% 1479
2025
Q1
$530K Sell
14,303
-2,664
-16% -$98.7K ﹤0.01% 1442
2024
Q4
$657K Buy
16,967
+5,071
+43% +$196K ﹤0.01% 1414
2024
Q3
$417K Sell
11,896
-3,357
-22% -$118K ﹤0.01% 1484
2024
Q2
$564K Buy
15,253
+1,722
+13% +$63.7K ﹤0.01% 1409
2024
Q1
$533K Sell
13,531
-2,001
-13% -$78.8K ﹤0.01% 1376
2023
Q4
$735K Buy
15,532
+2,010
+15% +$95.1K ﹤0.01% 1298
2023
Q3
$562K Buy
13,522
+1,042
+8% +$43.3K ﹤0.01% 1331
2023
Q2
$454K Buy
+12,480
New +$454K ﹤0.01% 1360
2022
Q4
Sell
-14,574
Closed -$494K 1523
2022
Q3
$494K Buy
+14,574
New +$494K ﹤0.01% 1286