Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$348K Buy
101,422
+53,214
+110% +$183K ﹤0.01% 1235
2025
Q1
$184K Sell
48,208
-5,729
-11% -$21.8K ﹤0.01% 1459
2024
Q4
$235K Buy
53,937
+20,349
+61% +$88.7K ﹤0.01% 1261
2024
Q3
$224K Sell
33,588
-31,879
-49% -$213K 0.01% 1264
2024
Q2
$272K Sell
65,467
-1,141
-2% -$4.75K 0.01% 1158
2024
Q1
$300K Sell
66,608
-38,680
-37% -$174K 0.01% 1024
2023
Q4
$955K Sell
105,288
-787
-0.7% -$7.14K 0.02% 569
2023
Q3
$959K Buy
+106,075
New +$959K 0.03% 522