Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$269K Buy
2,610
+159
+6% +$16.4K ﹤0.01% 1251
2025
Q1
$214K Sell
2,451
-81
-3% -$7.08K ﹤0.01% 1278
2024
Q4
$255K Sell
2,532
-348
-12% -$35.1K ﹤0.01% 1271
2024
Q3
$242K Buy
2,880
+172
+6% +$14.4K ﹤0.01% 1351
2024
Q2
$221K Buy
+2,708
New +$221K ﹤0.01% 1278