Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$449K Sell
2,860
-1,346
-32% -$211K ﹤0.01% 1438
2025
Q1
$543K Sell
4,206
-1,950
-32% -$252K ﹤0.01% 1259
2024
Q4
$880K Sell
6,156
-331
-5% -$47.3K 0.01% 1048
2024
Q3
$970K Buy
6,487
+716
+12% +$107K 0.01% 980
2024
Q2
$745K Buy
5,771
+1,667
+41% +$215K 0.01% 1035
2024
Q1
$558K Sell
4,104
-1,093
-21% -$149K 0.01% 1124
2023
Q4
$620K Buy
+5,197
New +$620K 0.01% 838