Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$197K Sell
33,909
-2,980
-8% -$17.3K ﹤0.01% 1180
2025
Q1
$179K Sell
36,889
-5,105
-12% -$24.8K ﹤0.01% 1149
2024
Q4
$323K Sell
41,994
-3,875
-8% -$29.8K ﹤0.01% 985
2024
Q3
$293K Sell
45,869
-21,593
-32% -$138K ﹤0.01% 1040
2024
Q2
$364K Sell
67,462
-32,120
-32% -$173K 0.01% 928
2024
Q1
$684K Buy
+99,582
New +$684K 0.01% 692