Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$342K Buy
16,325
+871
+6% +$18.2K ﹤0.01% 553
2025
Q1
$370K Buy
15,454
+25
+0.2% +$599 0.01% 536
2024
Q4
$329K Buy
15,429
+188
+1% +$4.01K ﹤0.01% 568
2024
Q3
$352K Sell
15,241
-950
-6% -$22K ﹤0.01% 567
2024
Q2
$294K Hold
16,191
﹤0.01% 574
2024
Q1
$347K Hold
16,191
0.01% 545
2023
Q4
$348K Sell
16,191
-417
-3% -$8.97K 0.01% 546
2023
Q3
$333K Buy
+16,608
New +$333K 0.01% 541