Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$203K Sell
1,934
-1,117
-37% -$117K ﹤0.01% 2392
2025
Q1
$305K Sell
3,051
-85
-3% -$8.49K ﹤0.01% 2119
2024
Q4
$343K Sell
3,136
-277
-8% -$30.3K ﹤0.01% 2065
2024
Q3
$392K Sell
3,413
-22
-0.6% -$2.53K ﹤0.01% 1977
2024
Q2
$343K Sell
3,435
-28
-0.8% -$2.8K ﹤0.01% 2215
2024
Q1
$383K Buy
3,463
+61
+2% +$6.74K ﹤0.01% 2142
2023
Q4
$365K Buy
3,402
+198
+6% +$21.2K ﹤0.01% 2166
2023
Q3
$316K Buy
3,204
+1,134
+55% +$112K ﹤0.01% 2196
2023
Q2
$218K Buy
+2,070
New +$218K ﹤0.01% 2399