Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$344K Sell
7,879
-1,161
-13% -$50.8K 0.01% 632
2025
Q1
$414K Buy
9,040
+1,307
+17% +$59.9K 0.01% 609
2024
Q4
$460K Sell
7,733
-193
-2% -$11.5K 0.01% 588
2024
Q3
$500K Buy
+7,926
New +$500K 0.01% 569
2024
Q1
Sell
-5
Closed -$227 1345
2023
Q4
$227 Buy
+5
New +$227 ﹤0.01% 1228