Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$390K Sell
3,337
-11
-0.3% -$1.29K ﹤0.01% 1227
2025
Q1
$342K Buy
3,348
+134
+4% +$13.7K ﹤0.01% 1143
2024
Q4
$308K Sell
3,214
-117
-4% -$11.2K ﹤0.01% 1097
2024
Q3
$316K Buy
3,331
+536
+19% +$50.8K ﹤0.01% 1064
2024
Q2
$260K Sell
2,795
-78
-3% -$7.27K ﹤0.01% 1034
2024
Q1
$250K Buy
2,873
+3
+0.1% +$261 ﹤0.01% 956
2023
Q4
$213K Buy
+2,870
New +$213K ﹤0.01% 801