Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$528K Buy
5,233
+1,514
+41% +$153K ﹤0.01% 1329
2025
Q1
$358K Buy
3,719
+515
+16% +$49.5K ﹤0.01% 1317
2024
Q4
$323K Sell
3,204
-909
-22% -$91.6K ﹤0.01% 1294
2024
Q3
$460K Buy
+4,113
New +$460K 0.01% 910