Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$349K Buy
5,276
+685
+15% +$45.3K ﹤0.01% 1544
2025
Q1
$282K Buy
4,591
+1,154
+34% +$70.8K ﹤0.01% 1439
2024
Q4
$252K Sell
3,437
-297
-8% -$21.7K ﹤0.01% 1422
2024
Q3
$303K Buy
+3,734
New +$303K 0.01% 1094