Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$318K Sell
26,884
-4,551
-14% -$53.8K ﹤0.01% 3341
2025
Q1
$342K Buy
31,435
+840
+3% +$9.14K ﹤0.01% 3297
2024
Q4
$348K Sell
30,595
-1,737
-5% -$19.7K ﹤0.01% 3360
2024
Q3
$466K Sell
32,332
-5,537
-15% -$79.7K ﹤0.01% 3251
2024
Q2
$723K Buy
+37,869
New +$723K ﹤0.01% 3094