Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$251K Buy
3,856
+111
+3% +$7.23K ﹤0.01% 1283
2025
Q1
$231K Sell
3,745
-2,901
-44% -$179K ﹤0.01% 1237
2024
Q4
$480K Buy
6,646
+825
+14% +$59.6K 0.01% 929
2024
Q3
$469K Buy
5,821
+523
+10% +$42.1K 0.01% 945
2024
Q2
$393K Buy
+5,298
New +$393K 0.01% 938