Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$393K Sell
1,119
-46
-4% -$16.2K ﹤0.01% 875
2025
Q1
$369K Sell
1,165
-3,257
-74% -$1.03M ﹤0.01% 860
2024
Q4
$1.49M Buy
4,422
+370
+9% +$125K 0.02% 511
2024
Q3
$1.29M Buy
4,052
+463
+13% +$148K 0.01% 531
2024
Q2
$1.15M Buy
3,589
+10
+0.3% +$3.22K 0.01% 525
2024
Q1
$1.24M Buy
3,579
+294
+9% +$102K 0.02% 509
2023
Q4
$1.19M Buy
3,285
+300
+10% +$109K 0.02% 497
2023
Q3
$888K Buy
+2,985
New +$888K 0.02% 514