Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$295K Buy
40
+3
+8% +$22.2K ﹤0.01% 1257
2025
Q1
$268K Sell
37
-10
-21% -$72.4K ﹤0.01% 1104
2024
Q4
$384K Buy
47
+2
+4% +$16.4K ﹤0.01% 903
2024
Q3
$442K Buy
45
+1
+2% +$9.81K ﹤0.01% 801
2024
Q2
$334K Buy
44
+6
+16% +$45.5K ﹤0.01% 841
2024
Q1
$308K Sell
38
-20
-34% -$162K ﹤0.01% 847
2023
Q4
$406K Buy
+58
New +$406K 0.01% 804