Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$360K Sell
5,469
-1,596
-23% -$105K ﹤0.01% 2576
2025
Q1
$463K Buy
7,065
+85
+1% +$5.58K ﹤0.01% 2262
2024
Q4
$535K Buy
6,980
+1,915
+38% +$147K ﹤0.01% 2141
2024
Q3
$423K Buy
5,065
+1,300
+35% +$109K ﹤0.01% 2277
2024
Q2
$208K Sell
3,765
-2,306
-38% -$127K ﹤0.01% 2771
2024
Q1
$422K Buy
6,071
+1,372
+29% +$95.4K ﹤0.01% 2166
2023
Q4
$261K Buy
+4,699
New +$261K ﹤0.01% 2464