Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.67M Sell
34,672
-4,183
-11% -$201K 0.01% 1105
2025
Q1
$1.89M Sell
38,855
-1,307
-3% -$63.4K 0.01% 1023
2024
Q4
$1.96M Sell
40,162
-4,682
-10% -$229K 0.01% 983
2024
Q3
$2.79M Sell
44,844
-13,229
-23% -$822K 0.01% 805
2024
Q2
$3.32M Buy
58,073
+2,647
+5% +$151K 0.02% 687
2024
Q1
$3.2M Buy
55,426
+16,834
+44% +$971K 0.01% 689
2023
Q4
$2.64M Buy
+38,592
New +$2.64M 0.01% 637