Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$291K Buy
3,556
+464
+15% +$37.9K ﹤0.01% 1094
2024
Q4
$321K Buy
3,092
+556
+22% +$57.7K ﹤0.01% 1076
2024
Q3
$225K Sell
2,536
-236
-9% -$20.9K ﹤0.01% 1197
2024
Q2
$203K Buy
+2,772
New +$203K ﹤0.01% 1192