Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$385K Sell
27,998
-26,562
-49% -$365K ﹤0.01% 1412
2025
Q1
$679K Buy
54,560
+4,998
+10% +$62.2K 0.01% 1120
2024
Q4
$659K Buy
49,562
+31,096
+168% +$414K 0.01% 1077
2024
Q3
$207K Buy
18,466
+6,860
+59% +$77K ﹤0.01% 1321
2024
Q2
$156K Buy
11,606
+1,440
+14% +$19.3K ﹤0.01% 1319
2024
Q1
$111K Buy
+10,166
New +$111K ﹤0.01% 1342