Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$316K Buy
1,887
+26
+1% +$4.36K ﹤0.01% 1136
2025
Q1
$240K Buy
1,861
+3
+0.2% +$386 ﹤0.01% 1223
2024
Q4
$266K Sell
1,858
-992
-35% -$142K ﹤0.01% 1245
2024
Q3
$452K Buy
2,850
+825
+41% +$131K 0.01% 961
2024
Q2
$282K Buy
+2,025
New +$282K ﹤0.01% 1128