Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$348K Buy
7,868
+957
+14% +$42.4K 0.01% 623
2025
Q1
$229K Sell
6,911
-86
-1% -$2.85K ﹤0.01% 738
2024
Q4
$255K Sell
6,997
-323
-4% -$11.8K ﹤0.01% 669
2024
Q3
$207K Buy
+7,320
New +$207K ﹤0.01% 743