Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$218K Sell
2,214
-210
-9% -$20.7K ﹤0.01% 351
2025
Q1
$253K Sell
2,424
-243
-9% -$25.4K 0.01% 320
2024
Q4
$361K Buy
2,667
+493
+23% +$66.6K 0.01% 281
2024
Q3
$339K Buy
2,174
+2
+0.1% +$312 0.01% 296
2024
Q2
$322K Buy
2,172
+8
+0.4% +$1.18K 0.01% 281
2024
Q1
$383K Sell
2,164
-243
-10% -$43.1K 0.01% 262
2023
Q4
$343K Buy
+2,407
New +$343K 0.01% 271