Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$206K Sell
14,528
-1,459
-9% -$20.6K 0.01% 645
2025
Q1
$191K Sell
15,987
-1,971
-11% -$23.5K 0.01% 622
2024
Q4
$183K Sell
17,958
-12,506
-41% -$127K 0.01% 647
2024
Q3
$285K Buy
30,464
+19,979
+191% +$187K 0.01% 559
2024
Q2
$84.2K Buy
+10,485
New +$84.2K ﹤0.01% 625