Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$242K Sell
1,338
-540
-29% -$97.7K ﹤0.01% 559
2025
Q1
$323K Buy
1,878
+513
+38% +$88.3K ﹤0.01% 468
2024
Q4
$246K Sell
1,365
-4
-0.3% -$721 ﹤0.01% 509
2024
Q3
$235K Sell
1,369
-284
-17% -$48.8K ﹤0.01% 523
2024
Q2
$302K Buy
1,653
+45
+3% +$8.23K ﹤0.01% 532
2024
Q1
$265K Buy
1,608
+2
+0.1% +$330 ﹤0.01% 464
2023
Q4
$265K Buy
1,606
+12
+0.8% +$1.98K ﹤0.01% 474
2023
Q3
$235K Buy
1,594
+62
+4% +$9.16K ﹤0.01% 492
2023
Q2
$248K Buy
+1,532
New +$248K ﹤0.01% 496