Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$339K Buy
898
+177
+25% +$66.8K ﹤0.01% 2625
2025
Q1
$229K Sell
721
-145
-17% -$46.1K ﹤0.01% 2882
2024
Q4
$340K Buy
866
+79
+10% +$31.1K ﹤0.01% 2517
2024
Q3
$301K Buy
787
+8
+1% +$3.06K ﹤0.01% 2562
2024
Q2
$275K Sell
779
-34
-4% -$12K ﹤0.01% 2521
2024
Q1
$294K Sell
813
-30
-4% -$10.9K ﹤0.01% 2446
2023
Q4
$352K Buy
+843
New +$352K ﹤0.01% 2207