Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$361K Buy
2,859
+1,076
+60% +$136K ﹤0.01% 1526
2025
Q1
$247K Buy
1,783
+62
+4% +$8.59K ﹤0.01% 1514
2024
Q4
$262K Sell
1,721
-475
-22% -$72.2K ﹤0.01% 1408
2024
Q3
$431K Buy
2,196
+939
+75% +$184K 0.01% 934
2024
Q2
$291K Buy
+1,257
New +$291K 0.01% 723