Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$110K Sell
21,863
-29,293
-57% -$148K ﹤0.01% 1563
2025
Q1
$267K Buy
51,156
+37,624
+278% +$196K ﹤0.01% 1320
2024
Q4
$73.6K Sell
13,532
-19,898
-60% -$108K ﹤0.01% 1415
2024
Q3
$320K Buy
33,430
+12,434
+59% +$119K 0.01% 1111
2024
Q2
$205K Sell
20,996
-9,609
-31% -$93.6K 0.01% 1289
2024
Q1
$396K Sell
30,605
-345
-1% -$4.47K 0.01% 916
2023
Q4
$485K Buy
30,950
+2,054
+7% +$32.2K 0.01% 788
2023
Q3
$393K Buy
+28,896
New +$393K 0.01% 783