Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$289K Sell
2,183
-675
-24% -$89.3K ﹤0.01% 643
2025
Q1
$341K Buy
2,858
+733
+34% +$87.6K ﹤0.01% 603
2024
Q4
$279K Sell
2,125
-746
-26% -$98K ﹤0.01% 675
2024
Q3
$364K Sell
2,871
-455
-14% -$57.7K ﹤0.01% 597
2024
Q2
$504K Sell
3,326
-20
-0.6% -$3.03K ﹤0.01% 476
2024
Q1
$552K Buy
3,346
+726
+28% +$120K 0.01% 455
2023
Q4
$357K Buy
+2,620
New +$357K ﹤0.01% 551