Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.67M Buy
9,292
+112
+1% +$20.1K 0.01% 392
2025
Q1
$320K Sell
9,180
-4,920
-35% -$172K ﹤0.01% 882
2024
Q4
$601K Hold
14,100
﹤0.01% 575
2024
Q3
$401K Buy
+14,100
New +$401K ﹤0.01% 648