Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$161K Buy
16,923
+285
+2% +$2.71K ﹤0.01% 742
2025
Q1
$202K Sell
16,638
-377
-2% -$4.58K ﹤0.01% 712
2024
Q4
$239K Buy
17,015
+5,249
+45% +$73.7K 0.01% 673
2024
Q3
$204K Sell
11,766
-616
-5% -$10.7K ﹤0.01% 679
2024
Q2
$204K Buy
+12,382
New +$204K ﹤0.01% 662