Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$183K Sell
21,170
-6,762
-24% -$58.5K ﹤0.01% 609
2025
Q1
$246K Sell
27,932
-4,092
-13% -$36K ﹤0.01% 633
2024
Q4
$291K Sell
32,024
-967
-3% -$8.79K ﹤0.01% 654
2024
Q3
$298K Buy
32,991
+312
+1% +$2.82K ﹤0.01% 662
2024
Q2
$271K Buy
+32,679
New +$271K ﹤0.01% 667