Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$205K Sell
11,844
-4,533
-28% -$78.4K ﹤0.01% 605
2025
Q1
$264K Sell
16,377
-2,400
-13% -$38.7K ﹤0.01% 627
2024
Q4
$289K Sell
18,777
-491
-3% -$7.55K ﹤0.01% 655
2024
Q3
$337K Sell
19,268
-1,116
-5% -$19.5K ﹤0.01% 655
2024
Q2
$310K Buy
+20,384
New +$310K ﹤0.01% 658