Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$507K Buy
9,714
+4,910
+102% +$256K ﹤0.01% 2325
2025
Q1
$277K Sell
4,804
-359
-7% -$20.7K ﹤0.01% 2700
2024
Q4
$280K Buy
5,163
+875
+20% +$47.4K ﹤0.01% 2695
2024
Q3
$260K Buy
+4,288
New +$260K ﹤0.01% 2700