Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$103K Sell
1,988
-646
-25% -$33.5K ﹤0.01% 1182
2025
Q1
$154K Sell
2,634
-7
-0.3% -$409 ﹤0.01% 1229
2024
Q4
$169K Buy
2,641
+1,268
+92% +$81.1K ﹤0.01% 1227
2024
Q3
$66K Hold
1,373
﹤0.01% 1562
2024
Q2
$50K Buy
+1,373
New +$50K ﹤0.01% 1618