Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$304K Sell
122,148
-107,375
-47% -$267K ﹤0.01% 1504
2025
Q1
$555K Sell
229,523
-7,556
-3% -$18.3K ﹤0.01% 1464
2024
Q4
$436K Sell
237,079
-196,393
-45% -$361K ﹤0.01% 1587
2024
Q3
$1.03M Buy
+433,472
New +$1.03M ﹤0.01% 1282