Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$275K Sell
2,177
-254
-10% -$32.1K ﹤0.01% 1311
2025
Q1
$262K Buy
2,431
+278
+13% +$30K ﹤0.01% 1044
2024
Q4
$282K Buy
2,153
+21
+1% +$2.75K ﹤0.01% 1307
2024
Q3
$229K Buy
2,132
+37
+2% +$3.97K ﹤0.01% 1294
2024
Q2
$222K Buy
2,095
+242
+13% +$25.6K ﹤0.01% 1289
2024
Q1
$226K Buy
+1,853
New +$226K ﹤0.01% 1283