Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$283K Buy
1,708
+59
+4% +$9.79K ﹤0.01% 1220
2025
Q1
$282K Sell
1,649
-594
-26% -$102K ﹤0.01% 1125
2024
Q4
$379K Sell
2,243
-1,162
-34% -$196K 0.01% 1057
2024
Q3
$653K Sell
3,405
-349
-9% -$66.9K 0.01% 772
2024
Q2
$686K Buy
+3,754
New +$686K 0.01% 675