Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$465K Sell
3,529
-1,156
-25% -$152K ﹤0.01% 1129
2025
Q1
$491K Buy
4,685
+2,106
+82% +$221K ﹤0.01% 983
2024
Q4
$280K Buy
2,579
+6
+0.2% +$651 ﹤0.01% 1139
2024
Q3
$275K Sell
2,573
-55
-2% -$5.88K ﹤0.01% 1123
2024
Q2
$260K Buy
2,628
+190
+8% +$18.8K ﹤0.01% 1035
2024
Q1
$226K Buy
+2,438
New +$226K ﹤0.01% 991