Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$275K Sell
307
-55
-15% -$49.3K ﹤0.01% 334
2025
Q1
$246K Hold
362
﹤0.01% 338
2024
Q4
$228K Buy
362
+7
+2% +$4.41K ﹤0.01% 359
2024
Q3
$275K Hold
355
﹤0.01% 341
2024
Q2
$308K Sell
355
-115
-24% -$99.7K ﹤0.01% 323
2024
Q1
$328K Sell
470
-7
-1% -$4.89K ﹤0.01% 321
2023
Q4
$277K Hold
477
﹤0.01% 335
2023
Q3
$219K Sell
477
-11
-2% -$5.05K ﹤0.01% 356
2023
Q2
$237K Buy
+488
New +$237K ﹤0.01% 352