Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$301K Sell
2,654
-152
-5% -$17.3K ﹤0.01% 656
2025
Q1
$264K Buy
+2,806
New +$264K ﹤0.01% 659
2024
Q4
Sell
-4,175
Closed -$418K 701
2024
Q3
$418K Buy
4,175
+717
+21% +$71.8K ﹤0.01% 642
2024
Q2
$374K Buy
3,458
+338
+11% +$36.6K ﹤0.01% 647
2024
Q1
$389K Buy
+3,120
New +$389K ﹤0.01% 670