Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$250K Buy
4,802
+1,485
+45% +$77.4K ﹤0.01% 1713
2025
Q1
$241K Buy
3,317
+570
+21% +$41.4K ﹤0.01% 1528
2024
Q4
$208K Sell
2,747
-2,031
-43% -$154K ﹤0.01% 1526
2024
Q3
$378K Buy
+4,778
New +$378K 0.01% 993