Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$466K Sell
5,767
-80
-1% -$6.46K ﹤0.01% 1017
2025
Q1
$476K Buy
5,847
+536
+10% +$43.7K ﹤0.01% 963
2024
Q4
$388K Buy
5,311
+1
+0% +$73 ﹤0.01% 998
2024
Q3
$316K Sell
5,310
-3
-0.1% -$178 ﹤0.01% 1026
2024
Q2
$272K Buy
5,313
+1,444
+37% +$73.8K ﹤0.01% 1048
2024
Q1
$208K Buy
+3,869
New +$208K ﹤0.01% 1131