Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$437K Sell
2,701
-295
-10% -$47.7K ﹤0.01% 1107
2025
Q1
$320K Sell
2,996
-458
-13% -$48.9K ﹤0.01% 1187
2024
Q4
$426K Sell
3,454
-5,777
-63% -$713K ﹤0.01% 1075
2024
Q3
$1.32M Buy
9,231
+5,065
+122% +$724K 0.01% 676
2024
Q2
$682K Buy
4,166
+2,426
+139% +$397K 0.01% 869
2024
Q1
$217K Buy
+1,740
New +$217K ﹤0.01% 1275