Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$43K Sell
304
-2,063
-87% -$292K ﹤0.01% 1385
2025
Q1
$298K Buy
2,367
+2,365
+118,250% +$298K 0.03% 623
2024
Q4
$350 Sell
2
-2,584
-100% -$452K 0.03% 568
2024
Q3
$332K Sell
2,586
-492
-16% -$63.2K 0.03% 608
2024
Q2
$438K Sell
3,078
-73
-2% -$10.4K 0.04% 486
2024
Q1
$525K Sell
3,151
-205
-6% -$34.2K 0.05% 424
2023
Q4
$658K Sell
3,356
-2,501
-43% -$490K 0.07% 321
2023
Q3
$893K Buy
+5,857
New +$893K 0.1% 214