Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$382K Sell
4,352
-813
-16% -$71.5K ﹤0.01% 1191
2025
Q1
$364K Buy
5,165
+325
+7% +$22.9K 0.01% 1191
2024
Q4
$360K Sell
4,840
-2,684
-36% -$200K 0.01% 1097
2024
Q3
$562K Sell
7,524
-21,317
-74% -$1.59M 0.01% 867
2024
Q2
$1.73M Buy
28,841
+6,953
+32% +$417K 0.05% 417
2024
Q1
$1.43M Sell
21,888
-9,624
-31% -$627K 0.03% 478
2023
Q4
$2.89M Buy
31,512
+2,441
+8% +$224K 0.07% 293
2023
Q3
$2.05M Buy
+29,071
New +$2.05M 0.06% 307