Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$291K Sell
12,803
-950
-7% -$21.6K ﹤0.01% 2750
2025
Q1
$246K Sell
13,753
-74
-0.5% -$1.33K ﹤0.01% 2818
2024
Q4
$247K Sell
13,827
-252
-2% -$4.5K ﹤0.01% 2812
2024
Q3
$168K Buy
14,079
+742
+6% +$8.85K ﹤0.01% 2976
2024
Q2
$163K Buy
13,337
+112
+0.8% +$1.37K ﹤0.01% 2841
2024
Q1
$134K Buy
13,225
+440
+3% +$4.46K ﹤0.01% 2872
2023
Q4
$112K Buy
+12,785
New +$112K ﹤0.01% 2835