Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$110K Sell
11,735
-720
-6% -$6.78K ﹤0.01% 1459
2025
Q1
$116K Buy
12,455
+104
+0.8% +$966 ﹤0.01% 1364
2024
Q4
$125K Sell
12,351
-298
-2% -$3.01K ﹤0.01% 1487
2024
Q3
$128K Buy
12,649
+90
+0.7% +$908 ﹤0.01% 1515
2024
Q2
$128K Buy
+12,559
New +$128K ﹤0.01% 1381