Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$466K Buy
6,331
+1,174
+23% +$86.5K ﹤0.01% 1394
2025
Q1
$216K Sell
5,157
-2,040
-28% -$85.3K ﹤0.01% 1596
2024
Q4
$382K Buy
7,197
+2,325
+48% +$124K ﹤0.01% 1202
2024
Q3
$233K Buy
+4,872
New +$233K ﹤0.01% 1232