Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$273K Buy
1,971
+403
+26% +$55.8K ﹤0.01% 365
2025
Q1
$250K Sell
1,568
-241
-13% -$38.5K 0.01% 350
2024
Q4
$241K Buy
1,809
+90
+5% +$12K ﹤0.01% 377
2024
Q3
$233K Buy
+1,719
New +$233K ﹤0.01% 362