Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$657K Buy
11,732
+2,200
+23% +$123K ﹤0.01% 1493
2025
Q1
$206K Sell
9,532
-1,600
-14% -$34.6K ﹤0.01% 2089
2024
Q4
$236K Sell
11,132
-5,500
-33% -$117K ﹤0.01% 2076
2024
Q3
$135K Buy
+16,632
New +$135K ﹤0.01% 2308