Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$324K Buy
3,773
+449
+14% +$38.5K ﹤0.01% 1302
2025
Q1
$306K Buy
3,324
+489
+17% +$45K ﹤0.01% 1112
2024
Q4
$239K Sell
2,835
-164
-5% -$13.8K ﹤0.01% 1022
2024
Q3
$316K Buy
2,999
+178
+6% +$18.7K 0.01% 657
2024
Q2
$244K Buy
+2,821
New +$244K 0.01% 789
2022
Q3
Sell
-1,844
Closed -$274K 580
2022
Q2
$274K Buy
+1,844
New +$274K 0.01% 453