Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$334K Buy
4,490
+1,357
+43% +$101K ﹤0.01% 473
2025
Q1
$212K Buy
3,133
+520
+20% +$35.2K ﹤0.01% 572
2024
Q4
$162K Buy
2,613
+108
+4% +$6.69K ﹤0.01% 628
2024
Q3
$163K Sell
2,505
-617
-20% -$40.2K ﹤0.01% 631
2024
Q2
$165K Sell
3,122
-1,006
-24% -$53.1K ﹤0.01% 663
2024
Q1
$180K Buy
+4,128
New +$180K ﹤0.01% 549