Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$367K Buy
1,034
+136
+15% +$48.3K ﹤0.01% 62
2025
Q1
$315K Sell
898
-21
-2% -$7.37K ﹤0.01% 59
2024
Q4
$290K Buy
919
+51
+6% +$16.1K ﹤0.01% 56
2024
Q3
$239K Buy
868
+73
+9% +$20.1K ﹤0.01% 54
2024
Q2
$209K Buy
+795
New +$209K ﹤0.01% 46