Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$307K Buy
21,950
+959
+5% +$13.4K ﹤0.01% 1158
2025
Q1
$361K Sell
20,991
-2,410
-10% -$41.5K 0.01% 1005
2024
Q4
$471K Buy
23,401
+2,732
+13% +$55K 0.01% 935
2024
Q3
$410K Buy
20,669
+1,113
+6% +$22.1K 0.01% 1010
2024
Q2
$336K Buy
+19,556
New +$336K 0.01% 1034