Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$276K Sell
3,207
-283
-8% -$24.3K ﹤0.01% 658
2025
Q1
$291K Buy
3,490
+85
+2% +$7.1K ﹤0.01% 656
2024
Q4
$287K Buy
3,405
+39
+1% +$3.29K ﹤0.01% 662
2024
Q3
$295K Sell
3,366
-591
-15% -$51.7K ﹤0.01% 673
2024
Q2
$314K Buy
3,957
+1,122
+40% +$89K ﹤0.01% 610
2024
Q1
$265K Buy
2,835
+117
+4% +$10.9K ﹤0.01% 650
2023
Q4
$236K Buy
+2,718
New +$236K ﹤0.01% 659