Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$212K Buy
786
+109
+16% +$29.4K ﹤0.01% 586
2025
Q1
$172K Buy
677
+110
+19% +$27.9K ﹤0.01% 633
2024
Q4
$133K Sell
567
-5
-0.9% -$1.17K ﹤0.01% 681
2024
Q3
$146K Sell
572
-363
-39% -$92.7K ﹤0.01% 661
2024
Q2
$216K Buy
935
+284
+44% +$65.6K ﹤0.01% 592
2024
Q1
$129K Buy
+651
New +$129K ﹤0.01% 635