Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$239K Sell
23,064
-2,311
-9% -$24K ﹤0.01% 348
2025
Q1
$261K Buy
25,375
+3,769
+17% +$38.8K ﹤0.01% 298
2024
Q4
$206K Buy
21,606
+11,540
+115% +$110K ﹤0.01% 328
2024
Q3
$106K Buy
+10,066
New +$106K ﹤0.01% 204