Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$398K Buy
8,077
+512
+7% +$25.2K ﹤0.01% 1220
2025
Q1
$335K Buy
7,565
+25
+0.3% +$1.11K ﹤0.01% 1165
2024
Q4
$355K Sell
7,540
-4,325
-36% -$203K ﹤0.01% 1021
2024
Q3
$559K Buy
11,865
+69
+0.6% +$3.25K ﹤0.01% 823
2024
Q2
$447K Hold
11,796
﹤0.01% 833
2024
Q1
$438K Sell
11,796
-140
-1% -$5.2K 0.01% 772
2023
Q4
$395K Buy
+11,936
New +$395K 0.01% 627