Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$149K Sell
17,478
-401
-2% -$3.41K ﹤0.01% 1686
2025
Q1
$110K Buy
17,879
+1,367
+8% +$8.42K ﹤0.01% 1499
2024
Q4
$105K Sell
16,512
-544
-3% -$3.46K ﹤0.01% 1374
2024
Q3
$118K Sell
17,056
-189
-1% -$1.31K ﹤0.01% 1328
2024
Q2
$92.3K Buy
+17,245
New +$92.3K ﹤0.01% 1209