Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$287K Buy
20,296
+2,938
+17% +$41.5K ﹤0.01% 1605
2025
Q1
$229K Buy
+17,358
New +$229K ﹤0.01% 1611
2024
Q4
Sell
-17,972
Closed -$214K 1764
2024
Q3
$214K Buy
17,972
+326
+2% +$3.88K ﹤0.01% 1689
2024
Q2
$197K Buy
+17,646
New +$197K ﹤0.01% 1681