Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$164K Buy
28,228
+2,902
+11% +$16.9K ﹤0.01% 1940
2025
Q1
$124K Buy
25,326
+8,155
+47% +$40K ﹤0.01% 1866
2024
Q4
$112K Buy
17,171
+3,005
+21% +$19.5K ﹤0.01% 1830
2024
Q3
$109K Sell
14,166
-504
-3% -$3.88K ﹤0.01% 1870
2024
Q2
$123K Buy
+14,670
New +$123K ﹤0.01% 1859