Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$110K Sell
11,939
-93,965
-89% -$864K 0.01% 596
2025
Q1
$1.03M Buy
105,904
+44,527
+73% +$432K 0.01% 845
2024
Q4
$578K Buy
61,377
+12,272
+25% +$115K 0.01% 967
2024
Q3
$556K Buy
49,105
+4,700
+11% +$53.3K 0.01% 926
2024
Q2
$434K Buy
44,405
+3,536
+9% +$34.6K 0.01% 941
2024
Q1
$389K Buy
40,869
+12,689
+45% +$121K 0.01% 920
2023
Q4
$272K Sell
28,180
-16,388
-37% -$158K ﹤0.01% 954
2023
Q3
$408K Sell
44,568
-19,288
-30% -$177K 0.01% 819
2023
Q2
$637K Buy
63,856
+22,600
+55% +$226K 0.01% 684
2023
Q1
$469K Buy
+41,256
New +$469K 0.01% 695