Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.03M Buy
8,024
+3,989
+99% +$512K 0.01% 494
2025
Q1
$291K Sell
4,035
-60
-1% -$4.33K ﹤0.01% 899
2024
Q4
$465K Hold
4,095
﹤0.01% 627
2024
Q3
$407K Sell
4,095
-1,064
-21% -$106K ﹤0.01% 638
2024
Q2
$447K Sell
5,159
-31
-0.6% -$2.68K ﹤0.01% 602
2024
Q1
$424K Buy
+5,190
New +$424K ﹤0.01% 616