Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$479K Sell
2,961
-129
-4% -$20.9K ﹤0.01% 1030
2025
Q1
$330K Sell
3,090
-7
-0.2% -$748 ﹤0.01% 1105
2024
Q4
$382K Buy
3,097
+40
+1% +$4.93K ﹤0.01% 1090
2024
Q3
$437K Hold
3,057
﹤0.01% 1017
2024
Q2
$500K Buy
+3,057
New +$500K ﹤0.01% 959