Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$719K Sell
5,353
-128
-2% -$17.2K 0.01% 282
2025
Q1
$544K Buy
5,481
+3,000
+121% +$298K 0.01% 319
2024
Q4
$355K Buy
+2,481
New +$355K ﹤0.01% 358
2024
Q2
Sell
-4,259
Closed -$526K 436
2024
Q1
$526K Buy
4,259
+2,059
+94% +$254K 0.01% 343
2023
Q4
$267K Buy
+2,200
New +$267K ﹤0.01% 400