Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$500K Sell
3,796
-400
-10% -$52.7K ﹤0.01% 2339
2025
Q1
$440K Buy
4,196
+748
+22% +$78.4K ﹤0.01% 2310
2024
Q4
$374K Buy
3,448
+204
+6% +$22.2K ﹤0.01% 2429
2024
Q3
$347K Buy
3,244
+140
+5% +$15K ﹤0.01% 2444
2024
Q2
$307K Buy
3,104
+468
+18% +$46.3K ﹤0.01% 2435
2024
Q1
$244K Buy
+2,636
New +$244K ﹤0.01% 2608