Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$487K Buy
910
+58
+7% +$31K 0.01% 908
2025
Q1
$315K Sell
852
-234
-22% -$86.5K ﹤0.01% 1065
2024
Q4
$495K Sell
1,086
-586
-35% -$267K 0.01% 914
2024
Q3
$716K Buy
1,672
+626
+60% +$268K 0.01% 726
2024
Q2
$376K Buy
1,046
+460
+78% +$165K 0.01% 967
2024
Q1
$205K Buy
+586
New +$205K 0.01% 624