Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$243K Buy
7,079
+93
+1% +$3.19K ﹤0.01% 695
2025
Q1
$259K Buy
6,986
+480
+7% +$17.8K 0.01% 574
2024
Q4
$252K Sell
6,506
-11
-0.2% -$426 0.01% 563
2024
Q3
$229K Sell
6,517
-155
-2% -$5.44K 0.01% 585
2024
Q2
$247K Buy
+6,672
New +$247K 0.01% 554
2022
Q4
Sell
-13,222
Closed -$449K 654
2022
Q3
$449K Buy
+13,222
New +$449K 0.02% 434