Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$771K Sell
97,716
-5,416
-5% -$42.7K ﹤0.01% 2439
2025
Q1
$797K Buy
103,132
+2,137
+2% +$16.5K ﹤0.01% 2392
2024
Q4
$1M Sell
100,995
-517
-0.5% -$5.14K ﹤0.01% 2363
2024
Q3
$605K Sell
101,512
-20,602
-17% -$123K ﹤0.01% 2594
2024
Q2
$659K Buy
+122,114
New +$659K ﹤0.01% 2551