Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$141K Buy
1,742
+189
+12% +$15.3K ﹤0.01% 1388
2025
Q1
$113K Hold
1,553
﹤0.01% 1384
2024
Q4
$113K Buy
1,553
+337
+28% +$24.6K ﹤0.01% 1384
2024
Q3
$72.3K Buy
1,216
+138
+13% +$8.2K ﹤0.01% 1538
2024
Q2
$55.1K Sell
1,078
-49
-4% -$2.5K ﹤0.01% 1579
2024
Q1
$60.5K Buy
1,127
+1
+0.1% +$54 ﹤0.01% 1485
2023
Q4
$50.9K Buy
+1,126
New +$50.9K ﹤0.01% 1477