Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$414K Sell
8,235
-19,750
-71% -$993K ﹤0.01% 247
2025
Q1
$959K Sell
27,985
-23,262
-45% -$797K ﹤0.01% 248
2024
Q4
$1.52M Buy
51,247
+1,161
+2% +$34.4K ﹤0.01% 236
2024
Q3
$1.28M Hold
50,086
﹤0.01% 248
2024
Q2
$1.07M Buy
50,086
+616
+1% +$13.2K ﹤0.01% 253
2024
Q1
$1.3M Buy
+49,470
New +$1.3M ﹤0.01% 255