Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$676K Sell
7,560
-790
-9% -$70.6K ﹤0.01% 973
2025
Q1
$633K Buy
8,350
+3,445
+70% +$261K ﹤0.01% 861
2024
Q4
$379K Buy
4,905
+925
+23% +$71.5K ﹤0.01% 937
2024
Q3
$291K Sell
3,980
-1,826
-31% -$133K ﹤0.01% 964
2024
Q2
$350K Buy
5,806
+50
+0.9% +$3.01K ﹤0.01% 935
2024
Q1
$363K Sell
5,756
-750
-12% -$47.3K ﹤0.01% 926
2023
Q4
$378K Buy
6,506
+1,102
+20% +$64.1K ﹤0.01% 931
2023
Q3
$263K Buy
5,404
+1,000
+23% +$48.6K ﹤0.01% 985
2023
Q2
$220K Buy
+4,404
New +$220K ﹤0.01% 1010