Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$152K Sell
3,359
-1,438
-30% -$65.1K ﹤0.01% 982
2025
Q1
$225K Sell
4,797
-28
-0.6% -$1.31K ﹤0.01% 1004
2024
Q4
$272K Buy
4,825
+1,818
+60% +$102K ﹤0.01% 982
2024
Q3
$155K Buy
3,007
+8
+0.3% +$412 ﹤0.01% 1038
2024
Q2
$149K Buy
2,999
+1,182
+65% +$58.7K ﹤0.01% 969
2024
Q1
$106K Buy
1,817
+319
+21% +$18.6K ﹤0.01% 1096
2023
Q4
$94K Hold
1,498
﹤0.01% 1089
2023
Q3
$68K Buy
+1,498
New +$68K ﹤0.01% 1209