Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$241K Sell
2,083
-60
-3% -$6.93K ﹤0.01% 1308
2025
Q1
$249K Sell
2,143
-165
-7% -$19.2K ﹤0.01% 1201
2024
Q4
$253K Sell
2,308
-444
-16% -$48.6K ﹤0.01% 1278
2024
Q3
$285K Buy
+2,752
New +$285K ﹤0.01% 1236