Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$540K Buy
52,848
+6,847
+15% +$70K ﹤0.01% 1835
2025
Q1
$541K Buy
46,001
+31,315
+213% +$368K ﹤0.01% 1805
2024
Q4
$185K Sell
14,686
-9,710
-40% -$122K ﹤0.01% 2348
2024
Q3
$261K Buy
24,396
+23,823
+4,158% +$255K ﹤0.01% 2189
2024
Q2
$4.86K Buy
573
+80
+16% +$678 ﹤0.01% 3306
2024
Q1
$4.15K Buy
+493
New +$4.15K ﹤0.01% 3370