Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$258K Sell
1,819
-462
-20% -$65.7K ﹤0.01% 670
2025
Q1
$242K Buy
2,281
+88
+4% +$9.32K ﹤0.01% 678
2024
Q4
$241K Sell
2,193
-35
-2% -$3.84K ﹤0.01% 678
2024
Q3
$274K Sell
2,228
-1,531
-41% -$188K ﹤0.01% 660
2024
Q2
$342K Buy
+3,759
New +$342K 0.01% 668