Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$877K Sell
6,947
-464
-6% -$58.6K 0.01% 350
2025
Q1
$797K Buy
7,411
+5,037
+212% +$542K 0.01% 383
2024
Q4
$311K Buy
2,374
+114
+5% +$15K ﹤0.01% 641
2024
Q3
$243K Sell
2,260
-33
-1% -$3.55K ﹤0.01% 737
2024
Q2
$243K Buy
2,293
+47
+2% +$4.99K ﹤0.01% 689
2024
Q1
$274K Buy
+2,246
New +$274K ﹤0.01% 635