Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$566K Buy
44,872
+8,729
+24% +$110K ﹤0.01% 710
2025
Q1
$567K Buy
36,143
+10,132
+39% +$159K ﹤0.01% 713
2024
Q4
$445K Sell
26,011
-18,457
-42% -$316K ﹤0.01% 724
2024
Q3
$997K Sell
44,468
-3,775
-8% -$84.7K ﹤0.01% 643
2024
Q2
$853K Buy
48,243
+27,021
+127% +$478K ﹤0.01% 675
2024
Q1
$335K Buy
+21,222
New +$335K ﹤0.01% 809