Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$449K Buy
10,147
+359
+4% +$15.9K ﹤0.01% 1157
2025
Q1
$325K Buy
9,788
+424
+5% +$14.1K ﹤0.01% 1183
2024
Q4
$341K Buy
9,364
+244
+3% +$8.89K ﹤0.01% 1041
2024
Q3
$258K Sell
9,120
-13,076
-59% -$370K ﹤0.01% 1156
2024
Q2
$572K Sell
22,196
-9,165
-29% -$236K 0.01% 745
2024
Q1
$782K Buy
+31,361
New +$782K 0.01% 616