Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$138K Buy
40,200
+8,503
+27% +$29.2K ﹤0.01% 916
2025
Q1
$121K Buy
31,697
+189
+0.6% +$720 ﹤0.01% 846
2024
Q4
$137K Buy
31,508
+7,488
+31% +$32.6K ﹤0.01% 814
2024
Q3
$160K Buy
24,020
+2,482
+12% +$16.6K ﹤0.01% 770
2024
Q2
$89.6K Sell
21,538
-2,155
-9% -$8.97K ﹤0.01% 730
2024
Q1
$107K Buy
+23,693
New +$107K ﹤0.01% 706