Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$395K Sell
9,092
-85
-0.9% -$3.69K 0.01% 396
2025
Q1
$423K Buy
9,177
+3,646
+66% +$168K 0.01% 375
2024
Q4
$208K Hold
5,531
﹤0.01% 467
2024
Q3
$224K Buy
+5,531
New +$224K ﹤0.01% 452
2024
Q2
Sell
-5,562
Closed -$209K 473
2024
Q1
$209K Buy
+5,562
New +$209K ﹤0.01% 456