Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$352K Sell
31,501
-1,374
-4% -$15.4K ﹤0.01% 2059
2025
Q1
$303K Sell
32,875
-4,410
-12% -$40.6K ﹤0.01% 2002
2024
Q4
$340K Buy
37,285
+1,189
+3% +$10.8K ﹤0.01% 1969
2024
Q3
$452K Buy
36,096
+4,157
+13% +$52.1K ﹤0.01% 1827
2024
Q2
$192K Buy
31,939
+11,732
+58% +$70.5K ﹤0.01% 2033
2024
Q1
$134K Buy
+20,207
New +$134K ﹤0.01% 2169