Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$631K Sell
9,201
-6,816
-43% -$468K ﹤0.01% 1605
2025
Q1
$1.04M Sell
16,017
-12,318
-43% -$798K ﹤0.01% 1368
2024
Q4
$3M Sell
28,335
-829
-3% -$87.7K 0.01% 763
2024
Q3
$2.94M Sell
29,164
-4,357
-13% -$439K 0.01% 775
2024
Q2
$3.55M Sell
33,521
-211
-0.6% -$22.3K 0.02% 656
2024
Q1
$4.74M Buy
33,732
+22,673
+205% +$3.19M 0.02% 515
2023
Q4
$1.35M Buy
+11,059
New +$1.35M 0.01% 915