Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$379K Buy
4,241
+336
+9% +$30K ﹤0.01% 443
2025
Q1
$296K Sell
3,905
-196
-5% -$14.9K ﹤0.01% 493
2024
Q4
$317K Buy
4,101
+22
+0.5% +$1.7K ﹤0.01% 455
2024
Q3
$298K Sell
4,079
-44
-1% -$3.21K ﹤0.01% 471
2024
Q2
$260K Buy
4,123
+398
+11% +$25.1K ﹤0.01% 562
2024
Q1
$217K Sell
3,725
-162
-4% -$9.42K ﹤0.01% 508
2023
Q4
$226K Buy
+3,887
New +$226K ﹤0.01% 516