Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$536K Buy
1,855
+255
+16% +$73.6K 0.01% 860
2025
Q1
$406K Buy
1,600
+304
+23% +$77.2K 0.01% 937
2024
Q4
$266K Hold
1,296
﹤0.01% 1244
2024
Q3
$242K Sell
1,296
-519
-29% -$97.1K ﹤0.01% 1348
2024
Q2
$319K Buy
+1,815
New +$319K 0.01% 1069