Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$373K Buy
2,894
+432
+18% +$55.7K ﹤0.01% 378
2025
Q1
$293K Hold
2,462
﹤0.01% 397
2024
Q4
$286K Sell
2,462
-31,541
-93% -$3.66M ﹤0.01% 403
2024
Q3
$4.59M Sell
34,003
-1,888
-5% -$255K 0.02% 285
2024
Q2
$4.88M Sell
35,891
-3,119
-8% -$424K 0.02% 270
2024
Q1
$5.03M Buy
+39,010
New +$5.03M 0.02% 292