Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$266K Sell
3,871
-69
-2% -$4.73K ﹤0.01% 806
2025
Q1
$255K Sell
3,940
-1
-0% -$65 ﹤0.01% 751
2024
Q4
$417K Sell
3,941
-14
-0.4% -$1.48K 0.01% 627
2024
Q3
$399K Buy
3,955
+268
+7% +$27K 0.01% 628
2024
Q2
$390K Buy
+3,687
New +$390K 0.01% 600
2021
Q3
Sell
-20
Closed -$2K 1362
2021
Q2
$2K Buy
+20
New +$2K ﹤0.01% 1068