Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$362K Buy
10,564
+325
+3% +$11.1K ﹤0.01% 845
2025
Q1
$379K Sell
10,239
-481
-4% -$17.8K ﹤0.01% 644
2024
Q4
$415K Hold
10,720
﹤0.01% 673
2024
Q3
$376K Buy
10,720
+1,688
+19% +$59.2K ﹤0.01% 708
2024
Q2
$334K Sell
9,032
-48
-0.5% -$1.77K ﹤0.01% 779
2024
Q1
$358K Buy
+9,080
New +$358K ﹤0.01% 782