Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$325K Buy
2,877
+691
+32% +$78K ﹤0.01% 1328
2025
Q1
$203K Sell
2,186
-4,613
-68% -$428K ﹤0.01% 1422
2024
Q4
$726K Sell
6,799
-7
-0.1% -$748 0.01% 763
2024
Q3
$703K Buy
+6,806
New +$703K 0.01% 753
2024
Q2
Sell
-6,223
Closed -$610K 1258
2024
Q1
$610K Buy
+6,223
New +$610K 0.01% 675