Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$327K Sell
3,005
-650
-18% -$70.7K ﹤0.01% 1163
2025
Q1
$267K Buy
3,655
+9
+0.2% +$659 ﹤0.01% 1164
2024
Q4
$309K Buy
3,646
+1,364
+60% +$116K ﹤0.01% 1094
2024
Q3
$207K Buy
+2,282
New +$207K ﹤0.01% 1190