Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$97K Sell
22,144
-500
-2% -$2.19K 0.01% 977
2025
Q1
$88.8K Sell
22,644
-290
-1% -$1.14K 0.01% 944
2024
Q4
$122K Sell
22,934
-1,342
-6% -$7.13K 0.01% 941
2024
Q3
$172K Sell
24,276
-3,245
-12% -$23K 0.01% 907
2024
Q2
$30.3K Sell
27,521
-116
-0.4% -$128 ﹤0.01% 908
2024
Q1
$43.1K Buy
+27,637
New +$43.1K ﹤0.01% 1001