Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$711K Buy
14,087
+2,214
+19% +$112K ﹤0.01% 2337
2025
Q1
$400K Buy
11,873
+2,723
+30% +$91.7K ﹤0.01% 2466
2024
Q4
$268K Sell
9,150
-999
-10% -$29.3K ﹤0.01% 2627
2024
Q3
$265K Buy
10,149
+4,191
+70% +$109K ﹤0.01% 2630
2024
Q2
$125K Buy
+5,958
New +$125K ﹤0.01% 2713