Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$196K Sell
18,601
-2,835
-13% -$29.8K ﹤0.01% 1404
2025
Q1
$266K Buy
21,436
+8,440
+65% +$105K ﹤0.01% 1165
2024
Q4
$164K Sell
12,996
-7,905
-38% -$100K ﹤0.01% 1467
2024
Q3
$423K Sell
20,901
-642
-3% -$13K 0.01% 997
2024
Q2
$376K Buy
+21,543
New +$376K 0.01% 969