Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$94.1K Sell
27,117
-27,369
-50% -$95K ﹤0.01% 1717
2025
Q1
$204K Sell
54,486
-45,682
-46% -$171K ﹤0.01% 1506
2024
Q4
$452K Buy
100,168
+4,880
+5% +$22K 0.01% 1221
2024
Q3
$429K Buy
95,288
+4,824
+5% +$21.7K 0.01% 1139
2024
Q2
$609K Buy
90,464
+6,480
+8% +$43.6K 0.01% 1002
2024
Q1
$567K Buy
+83,984
New +$567K 0.01% 1054