Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$379K Buy
28,180
+835
+3% +$11.2K ﹤0.01% 817
2025
Q1
$357K Sell
27,345
-7,505
-22% -$97.9K ﹤0.01% 751
2024
Q4
$570K Sell
34,850
-500
-1% -$8.18K ﹤0.01% 581
2024
Q3
$369K Buy
+35,350
New +$369K ﹤0.01% 746