Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$474K Sell
33,900
-17,350
-34% -$243K ﹤0.01% 571
2025
Q1
$741K Buy
51,250
+11,305
+28% +$163K 0.01% 387
2024
Q4
$541K Buy
39,945
+19,639
+97% +$266K 0.01% 357
2024
Q3
$331K Sell
20,306
-1,013
-5% -$16.5K 0.01% 388
2024
Q2
$261K Buy
+21,319
New +$261K 0.01% 406