Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$14.1K Sell
900
-4,200
-82% -$66K ﹤0.01% 2151
2025
Q1
$97.4K Sell
5,100
-4,800
-48% -$91.7K ﹤0.01% 1672
2024
Q4
$236K Buy
9,900
+2,800
+39% +$66.8K ﹤0.01% 1453
2024
Q3
$199K Buy
7,100
+3,600
+103% +$101K ﹤0.01% 1563
2024
Q2
$91.5K Sell
3,500
-17,900
-84% -$468K ﹤0.01% 1716
2024
Q1
$468K Sell
21,400
-24,500
-53% -$536K ﹤0.01% 1300
2023
Q4
$1.07M Sell
45,900
-6,100
-12% -$142K ﹤0.01% 883
2023
Q3
$1.03M Buy
52,000
+5,300
+11% +$104K ﹤0.01% 883
2023
Q2
$1.06M Buy
+46,700
New +$1.06M ﹤0.01% 910