Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$395K Sell
1,706
-15
-0.9% -$3.47K ﹤0.01% 886
2025
Q1
$376K Buy
1,721
+569
+49% +$124K ﹤0.01% 814
2024
Q4
$236K Sell
1,152
-333
-22% -$68.3K ﹤0.01% 985
2024
Q3
$247K Buy
+1,485
New +$247K ﹤0.01% 943