Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$200K Sell
16,391
-850
-5% -$10.4K ﹤0.01% 1398
2025
Q1
$298K Sell
17,241
-246
-1% -$4.26K ﹤0.01% 1091
2024
Q4
$401K Sell
17,487
-1,230
-7% -$28.2K 0.01% 1024
2024
Q3
$616K Buy
18,717
+114
+0.6% +$3.75K 0.01% 801
2024
Q2
$606K Buy
+18,603
New +$606K 0.01% 732