Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$201K Buy
24,530
+346
+1% +$2.83K ﹤0.01% 1836
2025
Q1
$144K Sell
24,184
-4,535
-16% -$26.9K ﹤0.01% 1681
2024
Q4
$268K Sell
28,719
-19,407
-40% -$181K ﹤0.01% 1397
2024
Q3
$869K Sell
48,126
-15,118
-24% -$273K 0.02% 623
2024
Q2
$698K Buy
63,244
+1,019
+2% +$11.3K 0.03% 438
2024
Q1
$820K Buy
62,225
+700
+1% +$9.23K 0.11% 182
2023
Q4
$1.21M Buy
61,525
+480
+0.8% +$9.42K 0.29% 80
2023
Q3
$767K Buy
61,045
+34,310
+128% +$431K 0.36% 58
2023
Q2
$477K Buy
+26,735
New +$477K 0.21% 89