Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$325K Sell
6,115
-1,137
-16% -$60.4K ﹤0.01% 1125
2025
Q1
$349K Sell
7,252
-755
-9% -$36.3K 0.01% 1020
2024
Q4
$417K Sell
8,007
-201
-2% -$10.5K 0.01% 996
2024
Q3
$439K Buy
8,208
+16
+0.2% +$855 0.01% 973
2024
Q2
$417K Buy
+8,192
New +$417K 0.01% 904