Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$262K Sell
1,523
-610
-29% -$105K ﹤0.01% 1227
2025
Q1
$331K Buy
2,133
+745
+54% +$116K ﹤0.01% 1184
2024
Q4
$255K Sell
1,388
-764
-36% -$140K ﹤0.01% 1201
2024
Q3
$395K Buy
2,152
+477
+28% +$87.6K ﹤0.01% 1116
2024
Q2
$304K Buy
1,675
+499
+42% +$90.6K ﹤0.01% 1135
2024
Q1
$222K Buy
1,176
+653
+125% +$123K ﹤0.01% 1163
2023
Q4
$92K Buy
523
+108
+26% +$19K ﹤0.01% 1249
2023
Q3
$59K Hold
415
﹤0.01% 1268
2023
Q2
$59K Buy
+415
New +$59K ﹤0.01% 1295