Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$509K Sell
7,885
-9,449
-55% -$610K ﹤0.01% 1079
2025
Q1
$1.16M Buy
17,334
+9,617
+125% +$643K 0.01% 702
2024
Q4
$513K Sell
7,717
-129
-2% -$8.57K ﹤0.01% 872
2024
Q3
$481K Sell
7,846
-1,454
-16% -$89.1K ﹤0.01% 880
2024
Q2
$552K Sell
9,300
-752
-7% -$44.6K 0.01% 755
2024
Q1
$622K Buy
+10,052
New +$622K 0.01% 670