Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$830K Sell
5,509
-2,473
-31% -$372K ﹤0.01% 1389
2025
Q1
$837K Buy
7,982
+4,701
+143% +$493K 0.01% 1284
2024
Q4
$536K Buy
3,281
+2,681
+447% +$438K ﹤0.01% 1509
2024
Q3
$39.6K Hold
600
﹤0.01% 2511
2024
Q2
$38.3K Hold
600
﹤0.01% 2429
2024
Q1
$29.6K Buy
+600
New +$29.6K ﹤0.01% 2485