Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$311K Sell
35,733
-34,508
-49% -$300K ﹤0.01% 374
2025
Q1
$612K Buy
70,241
+46,459
+195% +$405K 0.01% 299
2024
Q4
$256K Sell
23,782
-4,474
-16% -$48.2K ﹤0.01% 386
2024
Q3
$302K Buy
+28,256
New +$302K ﹤0.01% 369
2024
Q2
Sell
-23,761
Closed -$273K 467
2024
Q1
$273K Buy
+23,761
New +$273K ﹤0.01% 400