Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$220K Sell
1,740
-196
-10% -$24.8K ﹤0.01% 1132
2025
Q1
$208K Sell
1,936
-17
-0.9% -$1.83K ﹤0.01% 1132
2024
Q4
$256K Sell
1,953
-3
-0.2% -$393 ﹤0.01% 1073
2024
Q3
$210K Buy
+1,956
New +$210K ﹤0.01% 1164
2024
Q2
Sell
-1,647
Closed -$201K 1230
2024
Q1
$201K Buy
+1,647
New +$201K ﹤0.01% 1149