Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$105K Sell
43,441
-159,806
-79% -$385K ﹤0.01% 1564
2025
Q1
$474K Buy
203,247
+160,373
+374% +$374K 0.01% 1065
2024
Q4
$79.3K Sell
42,874
-28,520
-40% -$52.8K ﹤0.01% 1413
2024
Q3
$174K Buy
71,394
+14,812
+26% +$36.1K ﹤0.01% 1339
2024
Q2
$116K Buy
56,582
+936
+2% +$1.92K ﹤0.01% 1345
2024
Q1
$138K Buy
55,646
+13,407
+32% +$33.2K ﹤0.01% 1263
2023
Q4
$118K Buy
42,239
+21,675
+105% +$60.7K ﹤0.01% 1268
2023
Q3
$53.1K Buy
+20,564
New +$53.1K ﹤0.01% 1231