Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$229K Sell
7,482
-835
-10% -$25.5K ﹤0.01% 1333
2025
Q1
$281K Buy
8,317
+213
+3% +$7.2K ﹤0.01% 1127
2024
Q4
$275K Sell
8,104
-1,031
-11% -$35K ﹤0.01% 1231
2024
Q3
$301K Buy
9,135
+711
+8% +$23.4K ﹤0.01% 1200
2024
Q2
$221K Buy
+8,424
New +$221K ﹤0.01% 1280