Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$406K Sell
21,478
-3,190
-13% -$60.3K ﹤0.01% 1167
2025
Q1
$393K Buy
24,668
+8,612
+54% +$137K 0.01% 1154
2024
Q4
$304K Buy
16,056
+1,596
+11% +$30.2K 0.01% 1172
2024
Q3
$223K Buy
14,460
+978
+7% +$15.1K 0.01% 1266
2024
Q2
$189K Buy
13,482
+1,659
+14% +$23.3K 0.01% 1306
2024
Q1
$187K Buy
11,823
+288
+2% +$4.55K ﹤0.01% 1230
2023
Q4
$153K Sell
11,535
-6,129
-35% -$81.1K ﹤0.01% 1247
2023
Q3
$199K Buy
+17,664
New +$199K 0.01% 1121