Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$296K Sell
2,457
-5
-0.2% -$603 ﹤0.01% 2030
2025
Q1
$287K Sell
2,462
-38
-2% -$4.43K ﹤0.01% 1926
2024
Q4
$300K Buy
+2,500
New +$300K ﹤0.01% 1880
2023
Q1
Sell
-3
Closed -$141 3631
2022
Q4
$141 Buy
+3
New +$141 ﹤0.01% 3334