Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$193K Sell
1,604
-1,002
-38% -$121K ﹤0.01% 876
2025
Q1
$304K Buy
2,606
+2
+0.1% +$233 ﹤0.01% 858
2024
Q4
$312K Buy
2,604
+1,073
+70% +$129K ﹤0.01% 928
2024
Q3
$163K Buy
1,531
+263
+21% +$28K ﹤0.01% 1020
2024
Q2
$120K Hold
1,268
﹤0.01% 1082
2024
Q1
$140K Buy
1,268
+191
+18% +$21.1K ﹤0.01% 973
2023
Q4
$93K Buy
1,077
+273
+34% +$23.6K ﹤0.01% 1097
2023
Q3
$56K Buy
+804
New +$56K ﹤0.01% 1349