Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$234K Buy
12,607
+19
+0.2% +$353 ﹤0.01% 1755
2025
Q1
$146K Buy
12,588
+533
+4% +$6.19K ﹤0.01% 1834
2024
Q4
$247K Sell
12,055
-4,046
-25% -$82.9K ﹤0.01% 1628
2024
Q3
$196K Buy
+16,101
New +$196K ﹤0.01% 1689