Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$273K Buy
1,623
+13
+0.8% +$2.18K ﹤0.01% 381
2025
Q1
$269K Hold
1,610
﹤0.01% 400
2024
Q4
$266K Sell
1,610
-1,443
-47% -$238K ﹤0.01% 406
2024
Q3
$406K Sell
3,053
-187
-6% -$24.9K ﹤0.01% 395
2024
Q2
$408K Buy
3,240
+149
+5% +$18.8K ﹤0.01% 379
2024
Q1
$454K Buy
+3,091
New +$454K ﹤0.01% 353