Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$103K Sell
18,299
-319
-2% -$1.8K ﹤0.01% 2471
2025
Q1
$85.5K Sell
18,618
-2,157
-10% -$9.9K ﹤0.01% 2335
2024
Q4
$129K Sell
20,775
-1,090
-5% -$6.75K ﹤0.01% 2307
2024
Q3
$150K Buy
21,865
+611
+3% +$4.18K ﹤0.01% 2373
2024
Q2
$113K Buy
21,254
+3,134
+17% +$16.7K ﹤0.01% 2095
2024
Q1
$90.2K Buy
18,120
+58
+0.3% +$289 ﹤0.01% 2214
2023
Q4
$126K Buy
18,062
+55
+0.3% +$382 ﹤0.01% 1763
2023
Q3
$106K Buy
+18,007
New +$106K ﹤0.01% 1325