Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$348K Buy
39,022
+2,676
+7% +$23.8K 0.01% 948
2025
Q1
$270K Sell
36,346
-5,060
-12% -$37.6K 0.01% 977
2024
Q4
$246K Buy
41,406
+25,963
+168% +$154K 0.01% 992
2024
Q3
$119K Sell
15,443
-28,493
-65% -$220K ﹤0.01% 1033
2024
Q2
$294K Buy
43,936
+28,493
+185% +$191K 0.01% 917
2024
Q1
$119K Buy
+15,443
New +$119K ﹤0.01% 1033