Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$113K Sell
11,625
-9,446
-45% -$91.7K ﹤0.01% 1561
2025
Q1
$210K Buy
21,071
+2,925
+16% +$29.2K ﹤0.01% 1428
2024
Q4
$161K Sell
18,146
-1,916
-10% -$17K ﹤0.01% 1371
2024
Q3
$234K Buy
20,062
+879
+5% +$10.3K 0.01% 1230
2024
Q2
$214K Sell
19,183
-1,235
-6% -$13.8K 0.01% 1265
2024
Q1
$249K Buy
20,418
+6,418
+46% +$78.2K 0.01% 1119
2023
Q4
$222K Buy
14,000
+191
+1% +$3.03K 0.01% 1166
2023
Q3
$185K Buy
+13,809
New +$185K 0.01% 1135