Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$338K Sell
6,857
-1,163
-15% -$57.4K ﹤0.01% 1230
2025
Q1
$355K Sell
8,020
-82
-1% -$3.63K ﹤0.01% 1194
2024
Q4
$382K Buy
8,102
+13
+0.2% +$612 ﹤0.01% 1274
2024
Q3
$381K Buy
8,089
+1,582
+24% +$74.6K ﹤0.01% 1263
2024
Q2
$247K Buy
+6,507
New +$247K ﹤0.01% 1397
2024
Q1
Sell
-6,316
Closed -$209K 1583
2023
Q4
$209K Buy
+6,316
New +$209K ﹤0.01% 1481