Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$156K Sell
27,704
-37,306
-57% -$210K ﹤0.01% 1531
2025
Q1
$298K Buy
65,010
+48,701
+299% +$224K ﹤0.01% 1269
2024
Q4
$101K Sell
16,309
-4,321
-21% -$26.7K ﹤0.01% 1401
2024
Q3
$141K Buy
20,630
+9,974
+94% +$68.2K ﹤0.01% 1355
2024
Q2
$56.8K Sell
10,656
-12,979
-55% -$69.2K ﹤0.01% 1383
2024
Q1
$118K Buy
+23,635
New +$118K ﹤0.01% 1279