Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$339K Buy
6,554
+243
+4% +$12.6K ﹤0.01% 1565
2025
Q1
$292K Sell
6,311
-1,167
-16% -$54K ﹤0.01% 1427
2024
Q4
$388K Buy
7,478
+286
+4% +$14.8K ﹤0.01% 1189
2024
Q3
$320K Buy
7,192
+134
+2% +$5.96K 0.01% 1072
2024
Q2
$284K Buy
+7,058
New +$284K 0.01% 729