Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$566K Buy
97,642
+11,995
+14% +$69.6K ﹤0.01% 1280
2025
Q1
$416K Sell
85,647
-7,471
-8% -$36.3K ﹤0.01% 1386
2024
Q4
$717K Sell
93,118
-4,653
-5% -$35.8K 0.01% 1153
2024
Q3
$624K Buy
97,771
+622
+0.6% +$3.97K 0.01% 1255
2024
Q2
$525K Buy
97,149
+7,433
+8% +$40.1K 0.01% 1267
2024
Q1
$616K Buy
+89,716
New +$616K 0.01% 1083