Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$202K Sell
8,343
-1,763
-17% -$42.7K ﹤0.01% 1393
2025
Q1
$198K Sell
10,106
-834
-8% -$16.3K ﹤0.01% 1314
2024
Q4
$246K Buy
10,940
+1,344
+14% +$30.2K ﹤0.01% 1294
2024
Q3
$207K Buy
+9,596
New +$207K ﹤0.01% 1454