Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$168K Sell
67,129
-142,461
-68% -$356K ﹤0.01% 1428
2025
Q1
$572K Sell
209,590
-96,501
-32% -$263K ﹤0.01% 1028
2024
Q4
$833K Buy
306,091
+155,650
+103% +$423K ﹤0.01% 996
2024
Q3
$539K Buy
150,441
+100,852
+203% +$361K ﹤0.01% 1301
2024
Q2
$116K Sell
49,589
-171,056
-78% -$400K ﹤0.01% 2017
2024
Q1
$507K Sell
220,645
-127,472
-37% -$293K ﹤0.01% 1373
2023
Q4
$954K Buy
348,117
+9,181
+3% +$25.2K ﹤0.01% 916
2023
Q3
$1.05M Buy
+338,936
New +$1.05M ﹤0.01% 867