Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$384K Sell
1,305
-22
-2% -$6.47K ﹤0.01% 441
2025
Q1
$353K Buy
1,327
+221
+20% +$58.8K ﹤0.01% 453
2024
Q4
$278K Sell
1,106
-2
-0.2% -$503 ﹤0.01% 479
2024
Q3
$244K Buy
1,108
+91
+9% +$20K ﹤0.01% 515
2024
Q2
$193K Buy
1,017
+46
+5% +$8.72K ﹤0.01% 625
2024
Q1
$174K Buy
+971
New +$174K ﹤0.01% 559