Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$253K Sell
2,466
-80
-3% -$8.21K ﹤0.01% 542
2025
Q1
$223K Buy
2,546
+285
+13% +$24.9K ﹤0.01% 562
2024
Q4
$228K Sell
2,261
-14
-0.6% -$1.41K ﹤0.01% 530
2024
Q3
$223K Sell
2,275
-54
-2% -$5.28K ﹤0.01% 539
2024
Q2
$199K Buy
2,329
+10
+0.4% +$855 ﹤0.01% 615
2024
Q1
$169K Buy
+2,319
New +$169K ﹤0.01% 569