Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$400K Sell
2,514
-445
-15% -$70.7K ﹤0.01% 1214
2025
Q1
$425K Buy
2,959
+521
+21% +$74.9K ﹤0.01% 1041
2024
Q4
$382K Buy
2,438
+84
+4% +$13.2K ﹤0.01% 992
2024
Q3
$343K Buy
2,354
+381
+19% +$55.5K ﹤0.01% 1032
2024
Q2
$244K Buy
+1,973
New +$244K ﹤0.01% 1057