Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$568K Buy
1,867
+104
+6% +$31.6K 0.01% 560
2025
Q1
$473K Buy
1,763
+299
+20% +$80.3K 0.01% 590
2024
Q4
$360K Sell
1,464
-10,021
-87% -$2.47M 0.01% 690
2024
Q3
$2.63M Buy
+11,485
New +$2.63M 0.07% 182