Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$299K Sell
1,734
-288
-14% -$49.6K ﹤0.01% 1029
2025
Q1
$357K Buy
2,022
+26
+1% +$4.59K ﹤0.01% 932
2024
Q4
$388K Buy
1,996
+182
+10% +$35.4K ﹤0.01% 896
2024
Q3
$324K Buy
1,814
+34
+2% +$6.07K ﹤0.01% 922
2024
Q2
$365K Buy
1,780
+226
+15% +$46.3K ﹤0.01% 871
2024
Q1
$391K Buy
+1,554
New +$391K ﹤0.01% 851