Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$196K Buy
14,393
+1,443
+11% +$19.7K ﹤0.01% 1126
2025
Q1
$170K Sell
12,950
-1,075
-8% -$14.1K ﹤0.01% 1085
2024
Q4
$229K Buy
+14,025
New +$229K ﹤0.01% 1011
2024
Q3
Sell
-13,687
Closed -$147K 1180
2024
Q2
$147K Buy
+13,687
New +$147K ﹤0.01% 1052