Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$278K Sell
12,769
-1,731
-12% -$37.7K ﹤0.01% 719
2025
Q1
$317K Buy
14,500
+52
+0.4% +$1.14K 0.01% 605
2024
Q4
$320K Buy
14,448
+1,610
+13% +$35.7K 0.01% 573
2024
Q3
$345K Buy
12,838
+826
+7% +$22.2K 0.01% 540
2024
Q2
$295K Sell
12,012
-2,570
-18% -$63.1K 0.01% 568
2024
Q1
$360K Buy
14,582
+2,753
+23% +$67.9K 0.01% 486
2023
Q4
$277K Buy
+11,829
New +$277K 0.01% 523