Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$237K Sell
1,968
-116
-6% -$14K ﹤0.01% 1378
2025
Q1
$242K Sell
2,084
-51
-2% -$5.93K ﹤0.01% 1338
2024
Q4
$256K Sell
2,135
-72
-3% -$8.64K ﹤0.01% 1445
2024
Q3
$234K Sell
2,207
-67
-3% -$7.12K ﹤0.01% 1461
2024
Q2
$215K Buy
2,274
+7
+0.3% +$661 ﹤0.01% 1453
2024
Q1
$251K Sell
2,267
-542
-19% -$59.9K ﹤0.01% 1410
2023
Q4
$243K Sell
2,809
-62
-2% -$5.36K ﹤0.01% 1407
2023
Q3
$202K Sell
2,871
-264
-8% -$18.5K ﹤0.01% 1441
2023
Q2
$208K Buy
+3,135
New +$208K ﹤0.01% 1456