Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$422K Sell
4,310
-377
-8% -$36.9K ﹤0.01% 1019
2025
Q1
$357K Buy
4,687
+152
+3% +$11.6K ﹤0.01% 1036
2024
Q4
$343K Buy
4,535
+314
+7% +$23.8K ﹤0.01% 1082
2024
Q3
$289K Sell
4,221
-633
-13% -$43.3K ﹤0.01% 1105
2024
Q2
$322K Buy
4,854
+76
+2% +$5.04K ﹤0.01% 1037
2024
Q1
$297K Sell
4,778
-35
-0.7% -$2.18K ﹤0.01% 1066
2023
Q4
$247K Sell
4,813
-197
-4% -$10.1K ﹤0.01% 1106
2023
Q3
$272K Sell
5,010
-145
-3% -$7.87K ﹤0.01% 1057
2023
Q2
$311K Buy
5,155
+1,767
+52% +$106K ﹤0.01% 1045
2023
Q1
$207K Buy
+3,388
New +$207K ﹤0.01% 1123