Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$40K Sell
3,797
-1,157
-23% -$12.2K ﹤0.01% 731
2025
Q1
$62K Buy
+4,954
New +$62K ﹤0.01% 685
2024
Q1
Sell
-22,512
Closed -$433K 747
2023
Q4
$433K Buy
22,512
+1,253
+6% +$24.1K 0.08% 261
2023
Q3
$323K Buy
21,259
+1,740
+9% +$26.4K 0.07% 293
2023
Q2
$405K Buy
19,519
+354
+2% +$7.34K 0.08% 284
2023
Q1
$461K Buy
+19,165
New +$461K 0.13% 148