Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$553K Buy
56,966
+39,915
+234% +$388K ﹤0.01% 1041
2025
Q1
$170K Sell
17,051
-9,653
-36% -$96.3K ﹤0.01% 1453
2024
Q4
$237K Sell
26,704
-8,133
-23% -$72.1K ﹤0.01% 1229
2024
Q3
$407K Buy
+34,837
New +$407K ﹤0.01% 964