Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$755K Sell
4,665
-552
-11% -$89.3K 0.01% 882
2025
Q1
$557K Buy
5,217
+1,627
+45% +$174K 0.01% 822
2024
Q4
$443K Buy
3,590
+810
+29% +$100K ﹤0.01% 1123
2024
Q3
$398K Buy
2,780
+221
+9% +$31.6K ﹤0.01% 1063
2024
Q2
$419K Buy
+2,559
New +$419K 0.01% 1045