Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$206K Sell
587
-32
-5% -$11.2K ﹤0.01% 1226
2025
Q1
$209K Hold
619
﹤0.01% 1120
2024
Q4
$209K Buy
619
+93
+18% +$31.4K ﹤0.01% 1119
2024
Q3
$168K Sell
526
-3
-0.6% -$956 ﹤0.01% 1172
2024
Q2
$170K Sell
529
-78
-13% -$25.1K ﹤0.01% 1103
2024
Q1
$211K Sell
607
-30
-5% -$10.4K 0.01% 993
2023
Q4
$231K Buy
+637
New +$231K 0.01% 891