Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$258K Sell
12,320
-1,446
-11% -$30.3K ﹤0.01% 537
2025
Q1
$330K Buy
13,766
+3,139
+30% +$75.3K ﹤0.01% 464
2024
Q4
$227K Buy
10,627
+3,770
+55% +$80.5K ﹤0.01% 532
2024
Q3
$159K Buy
6,857
+2,625
+62% +$60.7K ﹤0.01% 639
2024
Q2
$90.8K Buy
4,232
+2,953
+231% +$63.4K ﹤0.01% 838
2024
Q1
$27.5K Buy
+1,279
New +$27.5K ﹤0.01% 994