Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$374K Buy
3,514
+938
+36% +$100K 0.01% 1053
2025
Q1
$226K Sell
2,576
-1,760
-41% -$155K ﹤0.01% 1248
2024
Q4
$505K Buy
4,336
+618
+17% +$72K 0.01% 901
2024
Q3
$451K Sell
3,718
-20
-0.5% -$2.43K 0.01% 963
2024
Q2
$486K Buy
+3,738
New +$486K 0.01% 821