Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$402K Sell
7,996
-3,392
-30% -$171K ﹤0.01% 3460
2025
Q1
$390K Sell
11,388
-2,940
-21% -$101K ﹤0.01% 3385
2024
Q4
$424K Sell
14,328
-835
-6% -$24.7K ﹤0.01% 3353
2024
Q3
$389K Sell
15,163
-1,049
-6% -$26.9K ﹤0.01% 3440
2024
Q2
$347K Sell
16,212
-88
-0.5% -$1.88K ﹤0.01% 3348
2024
Q1
$429K Buy
+16,300
New +$429K ﹤0.01% 3361