Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$234K Sell
14,912
-13,306
-47% -$209K ﹤0.01% 2311
2025
Q1
$539K Sell
28,218
-3,653
-11% -$69.8K ﹤0.01% 1818
2024
Q4
$760K Buy
31,871
+3,120
+11% +$74.4K ﹤0.01% 1665
2024
Q3
$805K Buy
28,751
+3,286
+13% +$92K ﹤0.01% 1622
2024
Q2
$666K Sell
25,465
-939
-4% -$24.6K ﹤0.01% 1802
2024
Q1
$577K Sell
26,404
-3,332
-11% -$72.9K ﹤0.01% 1878
2023
Q4
$692K Sell
29,736
-13,505
-31% -$314K ﹤0.01% 1792
2023
Q3
$853K Buy
43,241
+3,794
+10% +$74.9K ﹤0.01% 1633
2023
Q2
$894K Buy
39,447
+9,915
+34% +$225K ﹤0.01% 1638
2023
Q1
$580K Buy
+29,532
New +$580K ﹤0.01% 1880