Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$595K Buy
2,573
+1,158
+82% +$268K 0.01% 807
2025
Q1
$309K Sell
1,415
-1,522
-52% -$333K ﹤0.01% 1076
2024
Q4
$600K Buy
2,937
+1,477
+101% +$302K 0.01% 808
2024
Q3
$243K Buy
+1,460
New +$243K ﹤0.01% 1345