Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$406K Buy
2,792
+1,100
+65% +$160K ﹤0.01% 1193
2025
Q1
$296K Buy
1,692
+487
+40% +$85.2K ﹤0.01% 1123
2024
Q4
$253K Buy
+1,205
New +$253K ﹤0.01% 1000
2024
Q3
Sell
-1,513
Closed -$474K 891
2024
Q2
$474K Sell
1,513
-2
-0.1% -$627 0.01% 589
2024
Q1
$468K Buy
+1,515
New +$468K 0.01% 580