Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$275K Buy
7,859
+1,665
+27% +$58.3K ﹤0.01% 1345
2025
Q1
$235K Buy
6,194
+459
+8% +$17.4K ﹤0.01% 1370
2024
Q4
$295K Sell
5,735
-147
-2% -$7.56K 0.01% 1181
2024
Q3
$301K Buy
5,882
+161
+3% +$8.24K 0.01% 1134
2024
Q2
$262K Buy
+5,721
New +$262K 0.01% 1177