Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$369K Buy
26,861
+5,423
+25% +$74.5K ﹤0.01% 570
2025
Q1
$267K Buy
21,438
+117
+0.5% +$1.46K ﹤0.01% 682
2024
Q4
$284K Sell
21,321
-3,325
-13% -$44.2K ﹤0.01% 668
2024
Q3
$277K Sell
24,646
-9
-0% -$101 ﹤0.01% 690
2024
Q2
$331K Buy
24,655
+13,399
+119% +$180K ﹤0.01% 591
2024
Q1
$123K Buy
+11,256
New +$123K ﹤0.01% 761