Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$123K Sell
10,979
-39
-0.4% -$436 ﹤0.01% 1077
2025
Q1
$101K Sell
11,018
-177
-2% -$1.63K ﹤0.01% 1060
2024
Q4
$88.1K Buy
11,195
+273
+2% +$2.15K ﹤0.01% 1049
2024
Q3
$137K Buy
10,922
+100
+0.9% +$1.25K ﹤0.01% 969
2024
Q2
$65K Buy
10,822
+807
+8% +$4.85K ﹤0.01% 931
2024
Q1
$66.6K Buy
+10,015
New +$66.6K ﹤0.01% 853