Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$437K Sell
3,463
-732
-17% -$92.4K ﹤0.01% 1666
2025
Q1
$451K Buy
4,195
+374
+10% +$40.2K ﹤0.01% 1567
2024
Q4
$501K Buy
3,821
+232
+6% +$30.4K ﹤0.01% 1443
2024
Q3
$386K Buy
3,589
+512
+17% +$55K ﹤0.01% 1584
2024
Q2
$327K Buy
+3,077
New +$327K ﹤0.01% 1637