Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$103K Buy
73,338
+40,767
+125% +$57.1K ﹤0.01% 1879
2025
Q1
$40.1K Sell
32,571
-18,400
-36% -$22.6K ﹤0.01% 2025
2024
Q4
$96.3K Buy
50,971
+22,381
+78% +$42.3K 0.01% 1765
2024
Q3
$133K Sell
28,590
-2,479
-8% -$11.6K 0.01% 1548
2024
Q2
$141K Buy
31,069
+11,978
+63% +$54.4K 0.01% 1342
2024
Q1
$115K Sell
19,091
-46,387
-71% -$279K 0.02% 1336
2023
Q4
$523K Buy
65,478
+28,312
+76% +$226K 0.11% 229
2023
Q3
$241K Buy
37,166
+25,439
+217% +$165K 0.04% 892
2023
Q2
$70.5K Buy
+11,727
New +$70.5K 0.01% 1202