Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$472K Sell
4,193
-417
-9% -$47K 0.01% 1458
2025
Q1
$518K Buy
4,610
+1,066
+30% +$120K 0.01% 1339
2024
Q4
$396K Buy
3,544
+535
+18% +$59.8K ﹤0.01% 1437
2024
Q3
$419K Buy
3,009
+1,091
+57% +$152K 0.01% 1419
2024
Q2
$225K Buy
+1,918
New +$225K ﹤0.01% 1749