Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$803K Buy
14,339
+2,106
+17% +$118K ﹤0.01% 1727
2025
Q1
$265K Sell
12,233
-16,843
-58% -$365K ﹤0.01% 2377
2024
Q4
$617K Sell
29,076
-28,704
-50% -$609K ﹤0.01% 1863
2024
Q3
$467K Buy
+57,780
New +$467K ﹤0.01% 2021