Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$159K Sell
11,956
-969
-7% -$12.9K ﹤0.01% 5012
2025
Q1
$200K Sell
12,925
-6,525
-34% -$101K ﹤0.01% 4750
2024
Q4
$168K Sell
19,450
-5,004
-20% -$43.2K ﹤0.01% 4749
2024
Q3
$236K Buy
24,454
+8,602
+54% +$82.9K ﹤0.01% 4516
2024
Q2
$136K Buy
15,852
+50
+0.3% +$431 ﹤0.01% 4573
2024
Q1
$130K Buy
+15,802
New +$130K ﹤0.01% 4548