Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$340K Buy
3,010
+149
+5% +$16.8K ﹤0.01% 1563
2025
Q1
$266K Sell
2,861
-382
-12% -$35.5K ﹤0.01% 1473
2024
Q4
$349K Buy
3,243
+63
+2% +$6.78K ﹤0.01% 1254
2024
Q3
$274K Buy
+3,180
New +$274K 0.01% 1145