Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$425K Hold
2,710
﹤0.01% 583
2025
Q1
$350K Sell
2,710
-30
-1% -$3.88K ﹤0.01% 606
2024
Q4
$391K Buy
2,740
+784
+40% +$112K ﹤0.01% 579
2024
Q3
$293K Hold
1,956
﹤0.01% 649
2024
Q2
$253K Buy
1,956
+51
+3% +$6.59K ﹤0.01% 640
2024
Q1
$259K Hold
1,905
﹤0.01% 645
2023
Q4
$227K Buy
+1,905
New +$227K ﹤0.01% 644