Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$423K Buy
472
+3
+0.6% +$2.69K ﹤0.01% 596
2025
Q1
$319K Sell
469
-1,010
-68% -$687K ﹤0.01% 630
2024
Q4
$932K Buy
1,479
+596
+67% +$376K ﹤0.01% 578
2024
Q3
$684K Buy
883
+320
+57% +$248K ﹤0.01% 600
2024
Q2
$464K Buy
+563
New +$464K ﹤0.01% 639
2023
Q4
Sell
-489
Closed -$224K 760
2023
Q3
$224K Buy
+489
New +$224K ﹤0.01% 713