Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$300K Sell
12,447
-6,630
-35% -$160K 0.03% 877
2025
Q1
$218K Buy
19,077
+9,073
+91% +$104K 0.02% 940
2024
Q4
$159K Sell
10,004
-6,804
-40% -$108K 0.02% 947
2024
Q3
$233K Buy
+16,808
New +$233K 0.02% 1009
2024
Q2
Sell
-1
Closed -$11 1770
2024
Q1
$11 Buy
+1
New +$11 ﹤0.01% 1629