Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$266K Sell
1,963
-58
-3% -$7.85K ﹤0.01% 2822
2025
Q1
$259K Buy
2,021
+540
+36% +$69.2K ﹤0.01% 2771
2024
Q4
$232K Sell
1,481
-416
-22% -$65.1K ﹤0.01% 2871
2024
Q3
$259K Sell
1,897
-220
-10% -$30.1K ﹤0.01% 2701
2024
Q2
$218K Sell
2,117
-52
-2% -$5.36K ﹤0.01% 2722
2024
Q1
$206K Buy
2,169
+164
+8% +$15.6K ﹤0.01% 2749
2023
Q4
$217K Buy
+2,005
New +$217K ﹤0.01% 2629
2023
Q2
Sell
-2,202
Closed -$215K 2902
2023
Q1
$215K Sell
2,202
-102
-4% -$9.96K ﹤0.01% 2361
2022
Q4
$237K Buy
+2,304
New +$237K ﹤0.01% 2219