Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$295K Sell
5,549
-3,971
-42% -$211K ﹤0.01% 1313
2025
Q1
$458K Buy
9,520
+4,109
+76% +$198K 0.01% 1084
2024
Q4
$283K Buy
5,411
+158
+3% +$8.27K 0.01% 1197
2024
Q3
$285K Sell
5,253
-5,085
-49% -$276K 0.01% 1149
2024
Q2
$532K Buy
10,338
+4,798
+87% +$247K 0.01% 845
2024
Q1
$275K Buy
5,540
+378
+7% +$18.7K 0.01% 1081
2023
Q4
$260K Buy
5,162
+875
+20% +$44.1K 0.01% 1067
2023
Q3
$207K Buy
+4,287
New +$207K 0.01% 1097