Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$260K Sell
4,030
-190
-5% -$12.3K ﹤0.01% 1373
2025
Q1
$282K Sell
4,220
-130
-3% -$8.69K ﹤0.01% 1303
2024
Q4
$289K Sell
4,350
-389
-8% -$25.8K 0.01% 1189
2024
Q3
$290K Buy
4,739
+743
+19% +$45.5K 0.01% 1142
2024
Q2
$237K Buy
3,996
+432
+12% +$25.6K 0.01% 1212
2024
Q1
$221K Buy
+3,564
New +$221K ﹤0.01% 1173