Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$391K Buy
15,013
+6,203
+70% +$161K ﹤0.01% 1512
2025
Q1
$224K Sell
8,810
-2,166
-20% -$55K ﹤0.01% 1619
2024
Q4
$232K Sell
10,976
-1,674
-13% -$35.4K ﹤0.01% 1636
2024
Q3
$244K Buy
+12,650
New +$244K ﹤0.01% 1656