Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$448K Buy
10,473
+1,051
+11% +$44.9K ﹤0.01% 1408
2025
Q1
$303K Buy
9,422
+10
+0.1% +$322 ﹤0.01% 1404
2024
Q4
$336K Sell
9,412
-1,522
-14% -$54.3K ﹤0.01% 1276
2024
Q3
$319K Sell
10,934
-6,994
-39% -$204K 0.01% 1073
2024
Q2
$488K Buy
+17,928
New +$488K 0.02% 551