Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$808K Sell
14,425
-1,400
-9% -$78.4K 0.01% 417
2025
Q1
$342K Buy
15,825
+4,207
+36% +$90.9K 0.01% 537
2024
Q4
$247K Sell
11,618
-692
-6% -$14.7K ﹤0.01% 606
2024
Q3
$100K Hold
12,310
﹤0.01% 689
2024
Q2
$104K Buy
+12,310
New +$104K ﹤0.01% 664