Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$204K Buy
1,927
+77
+4% +$8.14K ﹤0.01% 815
2025
Q1
$208K Sell
1,850
-795
-30% -$89.3K ﹤0.01% 784
2024
Q4
$274K Buy
2,645
+56
+2% +$5.79K ﹤0.01% 743
2024
Q3
$292K Sell
2,589
-66
-2% -$7.44K ﹤0.01% 710
2024
Q2
$237K Sell
2,655
-949
-26% -$84.6K ﹤0.01% 737
2024
Q1
$312K Buy
+3,604
New +$312K ﹤0.01% 691