Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$224K Buy
+3,289
New +$224K ﹤0.01% 740
2025
Q1
Sell
-8,873
Closed -$537K 741
2024
Q4
$537K Buy
8,873
+1,449
+20% +$87.6K ﹤0.01% 609
2024
Q3
$535K Buy
7,424
+4,135
+126% +$298K ﹤0.01% 631
2024
Q2
$232K Sell
3,289
-5,086
-61% -$358K ﹤0.01% 713
2024
Q1
$667K Sell
8,375
-8,070
-49% -$643K 0.01% 561
2023
Q4
$1.48M Buy
16,445
+538
+3% +$48.3K 0.02% 484
2023
Q3
$1.57M Sell
15,907
-670
-4% -$66.1K 0.02% 437
2023
Q2
$1.69M Buy
+16,577
New +$1.69M 0.02% 428