Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$255K Sell
48,699
-24,774
-34% -$130K ﹤0.01% 1213
2025
Q1
$494K Buy
73,473
+3,675
+5% +$24.7K ﹤0.01% 932
2024
Q4
$440K Buy
69,798
+7,336
+12% +$46.2K ﹤0.01% 990
2024
Q3
$370K Buy
62,462
+9,294
+17% +$55K ﹤0.01% 1028
2024
Q2
$147K Buy
53,168
+31,678
+147% +$87.7K ﹤0.01% 1212
2024
Q1
$60.6K Buy
21,490
+1,274
+6% +$3.59K ﹤0.01% 1268
2023
Q4
$88.3K Buy
20,216
+716
+4% +$3.13K ﹤0.01% 1210
2023
Q3
$45.8K Buy
19,500
+1,599
+9% +$3.76K ﹤0.01% 1209
2023
Q2
$52.6K Buy
+17,901
New +$52.6K ﹤0.01% 1221