Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$555K Buy
6,040
+2,870
+91% +$264K ﹤0.01% 965
2025
Q1
$280K Buy
3,170
+454
+17% +$40.1K ﹤0.01% 1153
2024
Q4
$251K Sell
2,716
-94
-3% -$8.7K ﹤0.01% 1181
2024
Q3
$261K Buy
+2,810
New +$261K ﹤0.01% 1089