Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$211K Sell
18,606
-5,477
-23% -$62.1K ﹤0.01% 3011
2025
Q1
$201K Sell
24,083
-174
-0.7% -$1.45K ﹤0.01% 3010
2024
Q4
$273K Buy
24,257
+1,365
+6% +$15.4K ﹤0.01% 2714
2024
Q3
$183K Buy
+22,892
New +$183K ﹤0.01% 2959