Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$689K Buy
120,183
+98,894
+465% +$567K ﹤0.01% 2077
2025
Q1
$211K Sell
21,289
-19,065
-47% -$189K ﹤0.01% 2960
2024
Q4
$615K Sell
40,354
-859
-2% -$13.1K ﹤0.01% 2013
2024
Q3
$614K Buy
41,213
+8,480
+26% +$126K ﹤0.01% 1968
2024
Q2
$400K Buy
+32,733
New +$400K ﹤0.01% 2223