Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$267K Sell
2,067
-43
-2% -$5.56K ﹤0.01% 1235
2025
Q1
$252K Buy
2,110
+176
+9% +$21K ﹤0.01% 1169
2024
Q4
$224K Buy
1,934
+17
+0.9% +$1.97K ﹤0.01% 1162
2024
Q3
$259K Buy
1,917
+1
+0.1% +$135 ﹤0.01% 1091
2024
Q2
$260K Buy
+1,916
New +$260K ﹤0.01% 1039
2023
Q1
Sell
-2,066
Closed -$228K 1009
2022
Q4
$228K Buy
+2,066
New +$228K ﹤0.01% 816