Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$322K Buy
1,781
+115
+7% +$20.8K ﹤0.01% 1248
2025
Q1
$289K Buy
1,666
+4
+0.2% +$694 ﹤0.01% 1010
2024
Q4
$327K Buy
1,662
+77
+5% +$15.2K ﹤0.01% 1253
2024
Q3
$320K Sell
1,585
-137
-8% -$27.7K ﹤0.01% 1159
2024
Q2
$288K Buy
1,722
+62
+4% +$10.4K ﹤0.01% 1204
2024
Q1
$265K Sell
1,660
-200
-11% -$31.9K ﹤0.01% 1217
2023
Q4
$269K Sell
1,860
-83
-4% -$12K ﹤0.01% 1168
2023
Q3
$219K Buy
+1,943
New +$219K ﹤0.01% 1178