Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$251K Buy
2,955
+190
+7% +$16.1K ﹤0.01% 993
2025
Q1
$200K Buy
+2,765
New +$200K ﹤0.01% 1121
2024
Q4
Sell
-2,148
Closed -$222K 1078
2024
Q3
$222K Buy
2,148
+85
+4% +$8.78K ﹤0.01% 853
2024
Q2
$239K Sell
2,063
-46
-2% -$5.34K ﹤0.01% 777
2024
Q1
$242K Buy
2,109
+30
+1% +$3.45K ﹤0.01% 727
2023
Q4
$234K Sell
2,079
-107
-5% -$12K ﹤0.01% 692
2023
Q3
$209K Buy
2,186
+80
+4% +$7.64K ﹤0.01% 697
2023
Q2
$215K Sell
2,106
-101
-5% -$10.3K ﹤0.01% 654
2023
Q1
$224K Buy
+2,207
New +$224K ﹤0.01% 642