Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$527K Sell
4,996
-119
-2% -$12.6K 0.01% 174
2025
Q1
$569K Buy
5,115
+1,506
+42% +$167K 0.01% 146
2024
Q4
$373K Buy
3,609
+1,723
+91% +$178K 0.01% 197
2024
Q3
$211K Buy
+1,886
New +$211K ﹤0.01% 191