Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$208K Sell
1,505
-64
-4% -$8.87K ﹤0.01% 927
2025
Q1
$251K Sell
1,569
-210
-12% -$33.5K ﹤0.01% 813
2024
Q4
$237K Buy
+1,779
New +$237K ﹤0.01% 837
2024
Q3
Sell
-1,389
Closed -$205K 1247
2024
Q2
$205K Buy
+1,389
New +$205K ﹤0.01% 727