Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$492K Sell
16,937
-9,642
-36% -$280K ﹤0.01% 1163
2025
Q1
$650K Sell
26,579
-2,864
-10% -$70.1K 0.01% 880
2024
Q4
$821K Buy
29,443
+12,506
+74% +$349K 0.01% 718
2024
Q3
$340K Hold
16,937
﹤0.01% 878
2024
Q2
$259K Hold
16,937
﹤0.01% 841
2024
Q1
$267K Buy
+16,937
New +$267K ﹤0.01% 798