Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$344K Buy
2,802
+40
+1% +$4.9K ﹤0.01% 779
2025
Q1
$252K Sell
2,762
-2,586
-48% -$236K ﹤0.01% 812
2024
Q4
$616K Buy
5,348
+1,616
+43% +$186K 0.01% 574
2024
Q3
$442K Buy
3,732
+168
+5% +$19.9K 0.01% 569
2024
Q2
$492K Buy
3,564
+487
+16% +$67.2K 0.01% 513
2024
Q1
$351K Buy
3,077
+439
+17% +$50.1K 0.01% 582
2023
Q4
$202K Buy
+2,638
New +$202K 0.01% 558