Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$137K Sell
16,237
-10,259
-39% -$86.6K ﹤0.01% 5730
2025
Q1
$212K Buy
26,496
+6,433
+32% +$51.5K ﹤0.01% 5279
2024
Q4
$199K Buy
20,063
+10,372
+107% +$103K ﹤0.01% 5256
2024
Q3
$85.8K Buy
+9,691
New +$85.8K ﹤0.01% 5273