Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$430K Buy
1,224
+158
+15% +$55.5K ﹤0.01% 1421
2025
Q1
$338K Buy
1,066
+84
+9% +$26.6K ﹤0.01% 1343
2024
Q4
$334K Sell
982
-142
-13% -$48.3K ﹤0.01% 1278
2024
Q3
$360K Buy
1,124
+48
+4% +$15.4K 0.01% 1012
2024
Q2
$346K Buy
+1,076
New +$346K 0.02% 666