Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$555K Buy
4,394
+149
+4% +$18.8K ﹤0.01% 785
2025
Q1
$457K Buy
4,245
+485
+13% +$52.2K ﹤0.01% 791
2024
Q4
$493K Sell
3,760
-202
-5% -$26.5K 0.01% 772
2024
Q3
$426K Buy
3,962
+322
+9% +$34.6K ﹤0.01% 816
2024
Q2
$386K Sell
3,640
-159
-4% -$16.9K ﹤0.01% 809
2024
Q1
$464K Sell
3,799
-1,089
-22% -$133K 0.01% 764
2023
Q4
$428K Buy
4,888
+410
+9% +$35.9K 0.01% 772
2023
Q3
$334K Buy
+4,478
New +$334K 0.01% 773