Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$317K Sell
15,268
-1,459
-9% -$30.3K ﹤0.01% 1229
2025
Q1
$296K Sell
16,727
-4,661
-22% -$82.5K ﹤0.01% 1055
2024
Q4
$332K Sell
21,388
-13,688
-39% -$212K ﹤0.01% 978
2024
Q3
$539K Sell
35,076
-674
-2% -$10.4K 0.01% 716
2024
Q2
$489K Buy
35,750
+2,256
+7% +$30.8K 0.01% 697
2024
Q1
$470K Buy
33,494
+968
+3% +$13.6K 0.01% 703
2023
Q4
$437K Buy
32,526
+4,743
+17% +$63.7K 0.01% 778
2023
Q3
$356K Buy
27,783
+9,811
+55% +$126K 0.01% 620
2023
Q2
$203K Buy
+17,972
New +$203K ﹤0.01% 861