Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$258K Sell
75,248
-20,596
-21% -$70.6K ﹤0.01% 1974
2025
Q1
$362K Buy
95,844
+37,318
+64% +$141K ﹤0.01% 1853
2024
Q4
$255K Sell
58,526
-27,808
-32% -$121K ﹤0.01% 2046
2024
Q3
$577K Buy
86,334
+5,797
+7% +$38.7K ﹤0.01% 1655
2024
Q2
$335K Buy
80,537
+1,410
+2% +$5.87K ﹤0.01% 1889
2024
Q1
$356K Buy
79,127
+754
+1% +$3.39K ﹤0.01% 1833
2023
Q4
$711K Buy
+78,373
New +$711K ﹤0.01% 1285