Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$248K Sell
2,876
-1,600
-36% -$138K ﹤0.01% 983
2025
Q1
$233K Sell
4,476
-2,253
-33% -$117K ﹤0.01% 974
2024
Q4
$370K Sell
6,729
-2,199
-25% -$121K ﹤0.01% 866
2024
Q3
$597K Sell
8,928
-168
-2% -$11.2K ﹤0.01% 736
2024
Q2
$504K Sell
9,096
-1,000
-10% -$55.5K ﹤0.01% 763
2024
Q1
$517K Sell
10,096
-717
-7% -$36.7K ﹤0.01% 762
2023
Q4
$492K Sell
10,813
-5,692
-34% -$259K ﹤0.01% 800
2023
Q3
$679K Sell
16,505
-469
-3% -$19.3K 0.01% 679
2023
Q2
$751K Buy
16,974
+415
+3% +$18.4K 0.01% 680
2023
Q1
$653K Buy
+16,559
New +$653K 0.01% 719