Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$439K Buy
5,969
+627
+12% +$46.1K ﹤0.01% 1414
2025
Q1
$417K Sell
5,342
-1,942
-27% -$152K ﹤0.01% 1221
2024
Q4
$883K Buy
7,284
+3,744
+106% +$454K 0.01% 824
2024
Q3
$382K Buy
+3,540
New +$382K 0.01% 989