Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$616K Sell
5,878
-73
-1% -$7.65K ﹤0.01% 1620
2025
Q1
$594K Sell
5,951
-1,855
-24% -$185K ﹤0.01% 1633
2024
Q4
$853K Buy
7,806
+220
+3% +$24.1K ﹤0.01% 1449
2024
Q3
$872K Sell
7,586
-281
-4% -$32.3K ﹤0.01% 1445
2024
Q2
$785K Sell
7,867
-134
-2% -$13.4K ﹤0.01% 1452
2024
Q1
$884K Sell
8,001
-1,091
-12% -$121K ﹤0.01% 1353
2023
Q4
$975K Buy
+9,092
New +$975K 0.01% 1092