Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$121K Sell
12,742
-4,472
-26% -$42.6K ﹤0.01% 1553
2025
Q1
$163K Sell
17,214
-1,051
-6% -$9.95K ﹤0.01% 1471
2024
Q4
$174K Buy
+18,265
New +$174K ﹤0.01% 1365
2024
Q3
Sell
-88,381
Closed -$679K 1567
2024
Q2
$679K Sell
88,381
-5,778
-6% -$44.4K 0.02% 743
2024
Q1
$856K Buy
94,159
+41,368
+78% +$376K 0.02% 631
2023
Q4
$578K Sell
52,791
-647
-1% -$7.09K 0.01% 724
2023
Q3
$670K Buy
+53,438
New +$670K 0.02% 623