Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$460K Sell
3,641
-37
-1% -$4.67K ﹤0.01% 1416
2025
Q1
$396K Sell
3,678
-2,033
-36% -$219K ﹤0.01% 1407
2024
Q4
$749K Sell
5,711
-8,390
-59% -$1.1M 0.01% 1133
2024
Q3
$1.52M Buy
14,101
+11,636
+472% +$1.25M 0.02% 766
2024
Q2
$262K Sell
2,465
-5,416
-69% -$575K ﹤0.01% 1573
2024
Q1
$962K Sell
7,881
-3,882
-33% -$474K 0.02% 876
2023
Q4
$1.03M Sell
11,763
-1,911
-14% -$167K 0.02% 608
2023
Q3
$1.02M Buy
13,674
+9,740
+248% +$727K 0.03% 536
2023
Q2
$232K Sell
3,934
-8,822
-69% -$520K 0.01% 1150
2023
Q1
$407K Sell
12,756
-19,332
-60% -$617K 0.01% 863
2022
Q4
$1.07M Buy
+32,088
New +$1.07M 0.04% 423