Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$266K Sell
2,103
-53
-2% -$6.69K ﹤0.01% 1066
2025
Q1
$232K Sell
2,156
-78
-3% -$8.39K ﹤0.01% 1088
2024
Q4
$293K Sell
2,234
-143
-6% -$18.8K ﹤0.01% 1024
2024
Q3
$256K Buy
2,377
+142
+6% +$15.3K ﹤0.01% 1095
2024
Q2
$237K Buy
2,235
+346
+18% +$36.7K ﹤0.01% 1097
2024
Q1
$231K Sell
1,889
-844
-31% -$103K ﹤0.01% 1105
2023
Q4
$239K Buy
+2,733
New +$239K ﹤0.01% 1016
2023
Q1
Sell
-14,053
Closed -$468K 1249
2022
Q4
$468K Buy
+14,053
New +$468K 0.01% 724