Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$205K Buy
2,234
+38
+2% +$3.48K ﹤0.01% 594
2025
Q1
$202K Sell
2,196
-52
-2% -$4.78K ﹤0.01% 587
2024
Q4
$190K Buy
2,248
+161
+8% +$13.6K ﹤0.01% 581
2024
Q3
$165K Sell
2,087
-137
-6% -$10.8K ﹤0.01% 627
2024
Q2
$174K Buy
2,224
+16
+0.7% +$1.25K ﹤0.01% 649
2024
Q1
$154K Buy
+2,208
New +$154K ﹤0.01% 593
2022
Q2
Sell
-4,076
Closed -$264K 438
2022
Q1
$264K Buy
+4,076
New +$264K 0.01% 368