Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$272K Buy
66,307
+15,079
+29% +$61.8K ﹤0.01% 1675
2025
Q1
$198K Buy
51,228
+26,617
+108% +$103K ﹤0.01% 1641
2024
Q4
$158K Sell
24,611
-13,964
-36% -$89.5K ﹤0.01% 1571
2024
Q3
$249K Buy
38,575
+27,029
+234% +$174K ﹤0.01% 1195
2024
Q2
$82K Buy
+11,546
New +$82K ﹤0.01% 892