Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$336K Buy
4,890
+1,258
+35% +$86.3K ﹤0.01% 1110
2025
Q1
$235K Sell
3,632
-553
-13% -$35.7K ﹤0.01% 1231
2024
Q4
$442K Sell
4,185
-898
-18% -$94.9K 0.01% 970
2024
Q3
$496K Sell
5,083
-620
-11% -$60.5K 0.01% 911
2024
Q2
$600K Buy
+5,703
New +$600K 0.01% 737