Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$203K Sell
697
-60
-8% -$17.4K ﹤0.01% 360
2025
Q1
$229K Sell
757
-228
-23% -$69.1K ﹤0.01% 335
2024
Q4
$273K Sell
985
-81
-8% -$22.5K 0.01% 312
2024
Q3
$308K Buy
1,066
+8
+0.8% +$2.31K 0.01% 310
2024
Q2
$271K Buy
1,058
+21
+2% +$5.38K 0.01% 299
2024
Q1
$270K Sell
1,037
-289
-22% -$75.1K 0.01% 309
2023
Q4
$301K Buy
+1,326
New +$301K 0.01% 293