Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$118K Sell
2,714
-550
-17% -$23.9K ﹤0.01% 1099
2025
Q1
$154K Sell
3,264
-486
-13% -$22.9K ﹤0.01% 1233
2024
Q4
$183K Buy
3,750
+1,120
+43% +$54.7K ﹤0.01% 1186
2024
Q3
$144K Sell
2,630
-462
-15% -$25.3K ﹤0.01% 1078
2024
Q2
$157K Buy
3,092
+602
+24% +$30.6K ﹤0.01% 950
2024
Q1
$144K Buy
2,490
+457
+22% +$26.4K ﹤0.01% 964
2023
Q4
$114K Buy
2,033
+528
+35% +$29.6K ﹤0.01% 1004
2023
Q3
$82K Buy
+1,505
New +$82K ﹤0.01% 1093