Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$253K Buy
+36,650
New +$253K ﹤0.01% 939
2025
Q1
Sell
-14,490
Closed -$99K 1717
2024
Q4
$99K Sell
14,490
-53,753
-79% -$367K ﹤0.01% 1153
2024
Q3
$429K Buy
68,243
+516
+0.8% +$3.25K 0.01% 898
2024
Q2
$423K Buy
67,727
+15,933
+31% +$99.4K 0.01% 862
2024
Q1
$311K Buy
+51,794
New +$311K 0.01% 905