Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$179K Buy
34,597
+3,953
+13% +$20.5K ﹤0.01% 398
2025
Q1
$161K Sell
30,644
-112
-0.4% -$590 ﹤0.01% 395
2024
Q4
$136K Buy
30,756
+9,260
+43% +$41K ﹤0.01% 275
2024
Q3
$93.9K Buy
+21,496
New +$93.9K ﹤0.01% 273
2024
Q2
Sell
-16,079
Closed -$56.9K 259
2024
Q1
$56.9K Buy
+16,079
New +$56.9K ﹤0.01% 261