Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$134K Sell
28,074
-22,683
-45% -$108K ﹤0.01% 1543
2025
Q1
$348K Buy
50,757
+10,924
+27% +$74.9K 0.01% 1211
2024
Q4
$533K Buy
39,833
+13,057
+49% +$175K 0.01% 907
2024
Q3
$327K Sell
26,776
-22,260
-45% -$272K 0.01% 1103
2024
Q2
$479K Buy
+49,036
New +$479K 0.01% 910