Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$273K Sell
42,129
-3,492
-8% -$22.7K ﹤0.01% 2532
2025
Q1
$267K Sell
45,621
-39,423
-46% -$231K ﹤0.01% 2561
2024
Q4
$592K Buy
85,044
+14,691
+21% +$102K ﹤0.01% 2527
2024
Q3
$400K Sell
70,353
-7,726
-10% -$44K ﹤0.01% 2682
2024
Q2
$563K Buy
+78,079
New +$563K ﹤0.01% 2598
2021
Q3
Sell
-10,867
Closed -$567K 2764
2021
Q2
$567K Buy
+10,867
New +$567K ﹤0.01% 2488