Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$414K Buy
4,174
+50
+1% +$4.96K ﹤0.01% 743
2025
Q1
$337K Sell
4,124
-171
-4% -$14K ﹤0.01% 848
2024
Q4
$446K Sell
4,295
-450
-9% -$46.7K ﹤0.01% 642
2024
Q3
$420K Buy
4,745
+267
+6% +$23.7K ﹤0.01% 631
2024
Q2
$328K Sell
4,478
-89
-2% -$6.53K ﹤0.01% 790
2024
Q1
$302K Sell
4,567
-1,082
-19% -$71.5K ﹤0.01% 901
2023
Q4
$420K Sell
5,649
-321
-5% -$23.9K ﹤0.01% 641
2023
Q3
$331K Buy
+5,970
New +$331K ﹤0.01% 751