Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$249K Sell
10,030
-1,472
-13% -$36.5K ﹤0.01% 1291
2025
Q1
$302K Sell
11,502
-555
-5% -$14.6K ﹤0.01% 1085
2024
Q4
$300K Sell
12,057
-4,630
-28% -$115K ﹤0.01% 1187
2024
Q3
$345K Buy
16,687
+4,929
+42% +$102K 0.01% 1119
2024
Q2
$238K Buy
+11,758
New +$238K ﹤0.01% 1233