Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$194K Sell
152,827
-57,456
-27% -$73K ﹤0.01% 1007
2025
Q1
$288K Sell
210,283
-18,336
-8% -$25.1K ﹤0.01% 902
2024
Q4
$574K Buy
228,619
+11,441
+5% +$28.7K ﹤0.01% 579
2024
Q3
$593K Buy
217,178
+14,463
+7% +$39.5K ﹤0.01% 589
2024
Q2
$478K Buy
+202,715
New +$478K ﹤0.01% 583
2022
Q4
Sell
-66,663
Closed -$520K 1047
2022
Q3
$520K Sell
66,663
-5,622
-8% -$43.9K ﹤0.01% 582
2022
Q2
$403K Buy
+72,285
New +$403K ﹤0.01% 651