Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$249K Sell
14,937
-32,127
-68% -$535K ﹤0.01% 1416
2025
Q1
$776K Sell
47,064
-76,456
-62% -$1.26M 0.01% 1163
2024
Q4
$2.4M Buy
123,520
+67,682
+121% +$1.32M 0.03% 796
2024
Q3
$1.91M Sell
55,838
-39,650
-42% -$1.36M 0.02% 831
2024
Q2
$3.7M Buy
95,488
+61,553
+181% +$2.39M 0.06% 500
2024
Q1
$1.19M Buy
33,935
+15,980
+89% +$559K 0.02% 849
2023
Q4
$546K Buy
+17,955
New +$546K 0.01% 1050