Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$135K Sell
19,152
-15,164
-44% -$107K ﹤0.01% 1541
2025
Q1
$217K Buy
34,316
+1,438
+4% +$9.1K ﹤0.01% 1408
2024
Q4
$310K Buy
32,878
+21,549
+190% +$203K 0.01% 1161
2024
Q3
$85.8K Sell
11,329
-41,176
-78% -$312K ﹤0.01% 1381
2024
Q2
$387K Buy
52,505
+34,462
+191% +$254K 0.01% 1028
2024
Q1
$234K Sell
18,043
-13,212
-42% -$171K ﹤0.01% 1143
2023
Q4
$556K Sell
31,255
-567
-2% -$10.1K 0.01% 744
2023
Q3
$610K Buy
+31,822
New +$610K 0.02% 645