Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$226K Sell
12,199
-50
-0.4% -$926 ﹤0.01% 1338
2025
Q1
$224K Sell
12,249
-3,058
-20% -$55.8K ﹤0.01% 1259
2024
Q4
$338K Sell
15,307
-229
-1% -$5.06K ﹤0.01% 1119
2024
Q3
$348K Sell
15,536
-659
-4% -$14.8K 0.01% 1114
2024
Q2
$303K Buy
+16,195
New +$303K 0.01% 1092