Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$127K Sell
13,813
-24
-0.2% -$221 ﹤0.01% 1404
2025
Q1
$134K Sell
13,837
-227
-2% -$2.2K ﹤0.01% 1281
2024
Q4
$132K Sell
14,064
-1,216
-8% -$11.4K ﹤0.01% 1220
2024
Q3
$173K Sell
15,280
-1,950
-11% -$22.1K ﹤0.01% 1205
2024
Q2
$169K Sell
17,230
-2,140
-11% -$20.9K ﹤0.01% 1156
2024
Q1
$184K Sell
19,370
-2,991
-13% -$28.4K ﹤0.01% 1103
2023
Q4
$216K Sell
22,361
-5,652
-20% -$54.5K ﹤0.01% 1044
2023
Q3
$257K Buy
28,013
+2,643
+10% +$24.2K ﹤0.01% 921
2023
Q2
$253K Sell
25,370
-456
-2% -$4.55K ﹤0.01% 911
2023
Q1
$294K Buy
+25,826
New +$294K ﹤0.01% 805