Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$213K Buy
14,244
+2,305
+19% +$34.4K ﹤0.01% 1370
2025
Q1
$191K Buy
11,939
+823
+7% +$13.2K ﹤0.01% 1320
2024
Q4
$179K Sell
11,116
-591
-5% -$9.5K ﹤0.01% 1456
2024
Q3
$159K Sell
11,707
-1,346
-10% -$18.3K ﹤0.01% 1495
2024
Q2
$162K Buy
+13,053
New +$162K ﹤0.01% 1359