Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$374K Buy
2,839
+240
+9% +$31.6K ﹤0.01% 1588
2025
Q1
$272K Sell
2,599
-6,712
-72% -$703K ﹤0.01% 1673
2024
Q4
$1.01M Buy
9,311
+651
+8% +$70.7K 0.01% 978
2024
Q3
$925K Buy
8,660
+1,450
+20% +$155K 0.01% 1007
2024
Q2
$713K Buy
+7,210
New +$713K 0.01% 1116