Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$490K Sell
11,071
-285
-3% -$12.6K 0.01% 634
2025
Q1
$377K Buy
11,356
+5
+0% +$166 0.01% 670
2024
Q4
$414K Sell
11,351
-4,399
-28% -$160K 0.01% 646
2024
Q3
$288K Buy
15,750
+4,300
+38% +$78.5K ﹤0.01% 684
2024
Q2
$295K Sell
11,450
-1,000
-8% -$25.8K ﹤0.01% 692
2024
Q1
$310K Sell
12,450
-3,300
-21% -$82.2K ﹤0.01% 694
2023
Q4
$288K Buy
15,750
+3,450
+28% +$63K ﹤0.01% 694
2023
Q3
$230K Buy
+12,300
New +$230K ﹤0.01% 728