Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$184K Buy
13,272
+525
+4% +$7.27K ﹤0.01% 1128
2025
Q1
$185K Sell
12,747
-2,430
-16% -$35.2K ﹤0.01% 1079
2024
Q4
$205K Sell
15,177
-4,632
-23% -$62.7K ﹤0.01% 1054
2024
Q3
$236K Sell
19,809
-4,438
-18% -$52.9K 0.01% 961
2024
Q2
$297K Buy
24,247
+4,438
+22% +$54.3K 0.01% 912
2024
Q1
$236K Buy
+19,809
New +$236K 0.01% 959