Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$573K Sell
5,781
-202
-3% -$20K ﹤0.01% 1021
2025
Q1
$489K Sell
5,983
-1,032
-15% -$84.3K ﹤0.01% 1070
2024
Q4
$728K Buy
7,015
+3,071
+78% +$319K ﹤0.01% 1019
2024
Q3
$349K Buy
3,944
+530
+16% +$46.9K ﹤0.01% 1301
2024
Q2
$250K Buy
+3,414
New +$250K ﹤0.01% 1388