Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$552K Buy
53,268
+6,222
+13% +$64.5K ﹤0.01% 1307
2025
Q1
$481K Sell
47,046
-15,491
-25% -$158K 0.01% 1152
2024
Q4
$588K Buy
62,537
+9,617
+18% +$90.5K 0.01% 1009
2024
Q3
$560K Buy
52,920
+13,160
+33% +$139K 0.01% 815
2024
Q2
$328K Buy
39,760
+27,257
+218% +$225K 0.01% 682
2024
Q1
$113K Buy
+12,503
New +$113K 0.02% 475