Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$248K Sell
3,357
-61
-2% -$4.51K ﹤0.01% 1352
2025
Q1
$267K Sell
3,418
-281
-8% -$22K ﹤0.01% 1038
2024
Q4
$435K Buy
3,699
+21
+0.6% +$2.47K ﹤0.01% 1130
2024
Q3
$397K Sell
3,678
-175
-5% -$18.9K ﹤0.01% 1065
2024
Q2
$336K Sell
3,853
-4
-0.1% -$349 ﹤0.01% 1144
2024
Q1
$340K Buy
3,857
+837
+28% +$73.8K ﹤0.01% 1127
2023
Q4
$223K Buy
+3,020
New +$223K ﹤0.01% 1243