Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$263K Sell
59,417
-12,169
-17% -$53.8K ﹤0.01% 1370
2025
Q1
$303K Buy
71,586
+30,896
+76% +$131K ﹤0.01% 1265
2024
Q4
$186K Buy
40,690
+4,108
+11% +$18.7K ﹤0.01% 1355
2024
Q3
$247K Buy
36,582
+3,073
+9% +$20.8K 0.01% 1205
2024
Q2
$255K Buy
33,509
+20,532
+158% +$156K 0.01% 1184
2024
Q1
$101K Buy
12,977
+1,217
+10% +$9.51K ﹤0.01% 1285
2023
Q4
$117K Sell
11,760
-2,983
-20% -$29.7K ﹤0.01% 1269
2023
Q3
$202K Buy
+14,743
New +$202K 0.01% 1114