Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$130K Buy
+1,750
New +$130K 0.03% 234
2024
Q1
Sell
-21
Closed -$916 605
2023
Q4
$916 Sell
21
-65,144
-100% -$2.84M ﹤0.01% 842
2023
Q3
$2.87M Buy
+65,165
New +$2.87M 1.18% 23