Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$599K Buy
48,169
+4,821
+11% +$60K ﹤0.01% 1261
2025
Q1
$650K Buy
43,348
+16,747
+63% +$251K 0.01% 1015
2024
Q4
$393K Sell
26,601
-479
-2% -$7.08K ﹤0.01% 1186
2024
Q3
$432K Buy
+27,080
New +$432K 0.01% 932