Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$145K Sell
732
-721
-50% -$142K ﹤0.01% 234
2025
Q1
$321K Sell
1,453
-318
-18% -$70.3K 0.01% 221
2024
Q4
$407K Sell
1,771
-35
-2% -$8.03K ﹤0.01% 228
2024
Q3
$502K Buy
1,806
+240
+15% +$66.7K 0.02% 199
2024
Q2
$391K Buy
1,566
+879
+128% +$220K 0.02% 204
2024
Q1
$172K Buy
+687
New +$172K 0.01% 236