Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$341K Sell
16,301
-1,029
-6% -$21.5K ﹤0.01% 921
2025
Q1
$416K Sell
17,330
-1,206
-7% -$28.9K 0.01% 828
2024
Q4
$396K Buy
18,536
+8,209
+79% +$175K 0.01% 741
2024
Q3
$239K Sell
10,327
-510
-5% -$11.8K ﹤0.01% 734
2024
Q2
$197K Buy
+10,837
New +$197K ﹤0.01% 768