Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$254K Sell
10,384
-7
-0.1% -$171 ﹤0.01% 1264
2025
Q1
$288K Buy
10,391
+1,581
+18% +$43.8K ﹤0.01% 1111
2024
Q4
$287K Buy
8,810
+568
+7% +$18.5K ﹤0.01% 1056
2024
Q3
$296K Sell
8,242
-86
-1% -$3.09K ﹤0.01% 1044
2024
Q2
$292K Buy
8,328
+1,378
+20% +$48.3K ﹤0.01% 1000
2024
Q1
$210K Buy
6,950
+101
+1% +$3.05K ﹤0.01% 1078
2023
Q4
$206K Buy
+6,849
New +$206K ﹤0.01% 1060