Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$300K Sell
1,776
-5
-0.3% -$845 ﹤0.01% 1173
2025
Q1
$252K Sell
1,781
-205
-10% -$29K ﹤0.01% 1191
2024
Q4
$315K Buy
1,986
+220
+12% +$34.9K ﹤0.01% 1161
2024
Q3
$225K Buy
+1,766
New +$225K ﹤0.01% 1401