Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$157K Sell
24,286
-250
-1% -$1.62K ﹤0.01% 2285
2025
Q1
$120K Sell
24,536
-13
-0.1% -$64 ﹤0.01% 2308
2024
Q4
$148K Sell
24,549
-415
-2% -$2.5K ﹤0.01% 2380
2024
Q3
$126K Sell
24,964
-3,707
-13% -$18.7K ﹤0.01% 2368
2024
Q2
$178K Sell
28,671
-962
-3% -$5.98K ﹤0.01% 2241
2024
Q1
$191K Buy
29,633
+3,302
+13% +$21.3K ﹤0.01% 2298
2023
Q4
$217K Hold
26,331
﹤0.01% 1974
2023
Q3
$167K Buy
+26,331
New +$167K ﹤0.01% 1964