Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$265K Buy
11,934
+480
+4% +$10.6K ﹤0.01% 1963
2025
Q1
$263K Sell
11,454
-4,723
-29% -$108K ﹤0.01% 1958
2024
Q4
$375K Sell
16,177
-4
-0% -$93 ﹤0.01% 1858
2024
Q3
$563K Buy
16,181
+9,540
+144% +$332K ﹤0.01% 1662
2024
Q2
$215K Sell
6,641
-9,362
-59% -$303K ﹤0.01% 2101
2024
Q1
$544K Sell
16,003
-10,901
-41% -$371K ﹤0.01% 1642
2023
Q4
$1.06M Buy
+26,904
New +$1.06M 0.01% 1049