Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$313K Sell
4,358
-73
-2% -$5.24K ﹤0.01% 487
2025
Q1
$300K Buy
4,431
+518
+13% +$35.1K ﹤0.01% 487
2024
Q4
$239K Sell
3,913
-15
-0.4% -$917 ﹤0.01% 515
2024
Q3
$225K Buy
3,928
+26
+0.7% +$1.49K ﹤0.01% 535
2024
Q2
$223K Buy
3,902
+1,081
+38% +$61.8K ﹤0.01% 586
2024
Q1
$129K Buy
+2,821
New +$129K ﹤0.01% 636
2023
Q4
Sell
-6,520
Closed -$292K 570
2023
Q3
$292K Buy
6,520
+5,550
+572% +$248K 0.01% 444
2023
Q2
$45.6K Buy
+970
New +$45.6K ﹤0.01% 570