Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$434K Buy
41,247
+286
+0.7% +$3.01K ﹤0.01% 1778
2025
Q1
$508K Sell
40,961
-12,498
-23% -$155K ﹤0.01% 1699
2024
Q4
$688K Sell
53,459
-24,141
-31% -$311K ﹤0.01% 1575
2024
Q3
$1.56M Sell
77,600
-2,028
-3% -$40.7K 0.01% 1130
2024
Q2
$1.4M Buy
79,628
+4,929
+7% +$86.6K 0.01% 1117
2024
Q1
$1.34M Buy
74,699
+7,998
+12% +$143K 0.01% 1106
2023
Q4
$1.3M Buy
+66,701
New +$1.3M 0.01% 934