Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$226K Sell
11,195
-204
-2% -$4.12K ﹤0.01% 1782
2025
Q1
$157K Buy
11,399
+98
+0.9% +$1.35K ﹤0.01% 1847
2024
Q4
$134K Sell
11,301
-6,698
-37% -$79.4K ﹤0.01% 1878
2024
Q3
$323K Buy
17,999
+6,996
+64% +$126K ﹤0.01% 1691
2024
Q2
$194K Buy
11,003
+48
+0.4% +$844 ﹤0.01% 1844
2024
Q1
$281K Buy
10,955
+338
+3% +$8.67K ﹤0.01% 1766
2023
Q4
$277K Buy
10,617
+95
+0.9% +$2.48K ﹤0.01% 1782
2023
Q3
$243K Buy
10,522
+180
+2% +$4.15K ﹤0.01% 1784
2023
Q2
$243K Buy
+10,342
New +$243K ﹤0.01% 1782