Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$258K Sell
1,595
-1,122
-41% -$181K 0.02% 508
2025
Q1
$290K Buy
2,717
+139
+5% +$14.8K 0.02% 458
2024
Q4
$318K Buy
2,578
+167
+7% +$20.6K 0.03% 401
2024
Q3
$345K Buy
2,411
+1,475
+158% +$211K 0.03% 404
2024
Q2
$153K Buy
+936
New +$153K 0.01% 540
2024
Q1
Sell
-20
Closed -$1.5K 2056
2023
Q4
$1.5K Buy
+20
New +$1.5K ﹤0.01% 1793