Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$221K Sell
3,229
-186
-5% -$12.7K 0.01% 225
2025
Q1
$225K Buy
3,415
+231
+7% +$15.3K 0.01% 234
2024
Q4
$239K Buy
3,184
+620
+24% +$46.5K ﹤0.01% 247
2024
Q3
$158K Sell
2,564
-8,820
-77% -$544K 0.01% 240
2024
Q2
$755K Sell
11,384
-5,034
-31% -$334K 0.04% 172
2024
Q1
$1.35M Buy
+16,418
New +$1.35M 0.06% 134