Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$390K Sell
1,240
-350
-22% -$110K 0.04% 738
2025
Q1
$418K Buy
1,590
+300
+23% +$78.8K 0.05% 604
2024
Q4
$337K Buy
1,290
+1,280
+12,800% +$334K 0.04% 651
2024
Q3
$2.33K Buy
+10
New +$2.33K ﹤0.01% 1592
2024
Q2
Sell
-3,855
Closed -$661K 1817
2024
Q1
$661K Buy
+3,855
New +$661K 0.11% 300