Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$234K Buy
5,380
+600
+13% +$26.1K ﹤0.01% 1428
2025
Q1
$226K Sell
4,780
-2,490
-34% -$118K ﹤0.01% 1391
2024
Q4
$355K Buy
7,270
+3,402
+88% +$166K 0.01% 1106
2024
Q3
$211K Sell
3,868
-594
-13% -$32.5K 0.01% 1299
2024
Q2
$226K Buy
+4,462
New +$226K 0.01% 1240