Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$495K Buy
1,038
+31
+3% +$14.8K 0.01% 1423
2025
Q1
$369K Sell
1,007
-476
-32% -$175K ﹤0.01% 1506
2024
Q4
$599K Sell
1,483
-77
-5% -$31.1K 0.01% 1237
2024
Q3
$787K Sell
1,560
-76
-5% -$38.3K 0.01% 1099
2024
Q2
$704K Buy
+1,636
New +$704K 0.01% 1125