Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$369K Buy
50
+2
+4% +$14.8K ﹤0.01% 894
2025
Q1
$348K Sell
48
-14
-23% -$101K ﹤0.01% 876
2024
Q4
$507K Sell
62
-8
-11% -$65.4K 0.01% 760
2024
Q3
$687K Sell
70
-4
-5% -$39.2K 0.01% 690
2024
Q2
$562K Hold
74
0.01% 704
2024
Q1
$599K Sell
74
-10
-12% -$81K 0.01% 689
2023
Q4
$588K Sell
84
-17
-17% -$119K 0.01% 672
2023
Q3
$602K Buy
+101
New +$602K 0.01% 604