Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$118K Sell
10,516
-1,331
-11% -$14.9K ﹤0.01% 1556
2025
Q1
$109K Sell
11,847
-1,344
-10% -$12.4K ﹤0.01% 1500
2024
Q4
$104K Sell
13,191
-1,540
-10% -$12.1K ﹤0.01% 1399
2024
Q3
$185K Sell
14,731
-3,685
-20% -$46.2K ﹤0.01% 1334
2024
Q2
$111K Buy
18,416
+8,345
+83% +$50.2K ﹤0.01% 1348
2024
Q1
$67K Buy
+10,071
New +$67K ﹤0.01% 1300