Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$460K Sell
14,629
-374
-2% -$11.8K ﹤0.01% 1735
2025
Q1
$526K Sell
15,003
-455
-3% -$15.9K ﹤0.01% 1575
2024
Q4
$657K Hold
15,458
﹤0.01% 1435
2024
Q3
$328K Sell
15,458
-5,328
-26% -$113K ﹤0.01% 1883
2024
Q2
$418K Buy
20,786
+2,218
+12% +$44.6K ﹤0.01% 1660
2024
Q1
$368K Buy
+18,568
New +$368K ﹤0.01% 1712