Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$315K Sell
15,057
-322
-2% -$6.74K 0.02% 526
2025
Q1
$369K Buy
+15,379
New +$369K 0.03% 370
2024
Q4
Sell
-9,193
Closed -$213K 584
2024
Q3
$213K Sell
9,193
-7,369
-44% -$170K 0.02% 432
2024
Q2
$301K Sell
16,562
-3,166
-16% -$57.6K 0.03% 347
2024
Q1
$423K Sell
19,728
-38,824
-66% -$833K 0.04% 290
2023
Q4
$1.26M Buy
58,552
+42,141
+257% +$907K 0.05% 219
2023
Q3
$330K Buy
+16,411
New +$330K 0.04% 256