Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$565K Sell
35,938
-1,635
-4% -$25.7K ﹤0.01% 1058
2025
Q1
$718K Sell
37,573
-10,463
-22% -$200K ﹤0.01% 928
2024
Q4
$1.15M Buy
48,036
+19,711
+70% +$470K ﹤0.01% 857
2024
Q3
$793K Buy
28,325
+10,401
+58% +$291K ﹤0.01% 882
2024
Q2
$469K Sell
17,924
-6,327
-26% -$165K ﹤0.01% 1019
2024
Q1
$530K Buy
24,251
+1,612
+7% +$35.3K ﹤0.01% 1045
2023
Q4
$527K Buy
22,639
+4,182
+23% +$97.3K ﹤0.01% 1009
2023
Q3
$364K Sell
18,457
-460
-2% -$9.08K ﹤0.01% 1096
2023
Q2
$429K Buy
+18,917
New +$429K ﹤0.01% 1039