Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$370K Buy
691
+269
+64% +$144K ﹤0.01% 497
2025
Q1
$156K Sell
422
-923
-69% -$341K ﹤0.01% 523
2024
Q4
$610K Buy
1,345
+1,279
+1,938% +$581K 0.01% 430
2024
Q3
$28.4K Buy
+66
New +$28.4K ﹤0.01% 597