Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$372K Buy
780
+86
+12% +$41K ﹤0.01% 1231
2025
Q1
$255K Sell
694
-520
-43% -$191K ﹤0.01% 1187
2024
Q4
$491K Buy
+1,214
New +$491K 0.01% 732
2024
Q3
Sell
-515
Closed -$222K 840
2024
Q2
$222K Buy
515
+31
+6% +$13.3K ﹤0.01% 835
2024
Q1
$201K Buy
+484
New +$201K ﹤0.01% 816