Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$278K Buy
5,540
+67
+1% +$3.36K ﹤0.01% 953
2025
Q1
$367K Buy
5,473
+890
+19% +$59.7K ﹤0.01% 680
2024
Q4
$362K Hold
4,583
﹤0.01% 762
2024
Q3
$393K Sell
4,583
-917
-17% -$78.7K ﹤0.01% 659
2024
Q2
$377K Sell
5,500
-30
-0.5% -$2.06K ﹤0.01% 670
2024
Q1
$341K Buy
+5,530
New +$341K ﹤0.01% 865