Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$296K Buy
2,239
+235
+12% +$31.1K ﹤0.01% 499
2025
Q1
$239K Buy
2,004
+608
+44% +$72.6K ﹤0.01% 539
2024
Q4
$184K Sell
1,396
-40
-3% -$5.26K ﹤0.01% 593
2024
Q3
$182K Sell
1,436
-1,581
-52% -$200K ﹤0.01% 603
2024
Q2
$498K Buy
3,017
+1,382
+85% +$228K 0.01% 418
2024
Q1
$223K Buy
1,635
+16
+1% +$2.18K ﹤0.01% 503
2023
Q4
$220K Buy
+1,619
New +$220K ﹤0.01% 524