Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$834K Sell
24,843
-1,134
-4% -$38.1K ﹤0.01% 555
2025
Q1
$786K Buy
25,977
+2,088
+9% +$63.2K ﹤0.01% 530
2024
Q4
$985K Sell
23,889
-4,616
-16% -$190K 0.01% 481
2024
Q3
$1.01M Buy
+28,505
New +$1.01M 0.01% 485