Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$335K Buy
3,658
+567
+18% +$52K ﹤0.01% 1111
2025
Q1
$284K Sell
3,091
-601
-16% -$55.2K ﹤0.01% 1121
2024
Q4
$312K Sell
3,692
-159
-4% -$13.4K ﹤0.01% 1165
2024
Q3
$305K Buy
3,851
+812
+27% +$64.4K ﹤0.01% 1193
2024
Q2
$227K Buy
+3,039
New +$227K ﹤0.01% 1258