Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-6,740
Closed -$387K 1660
2025
Q1
$387K Sell
6,740
-650
-9% -$37.3K ﹤0.01% 1320
2024
Q4
$366K Buy
7,390
+170
+2% +$8.41K ﹤0.01% 1405
2024
Q3
$328K Buy
+7,220
New +$328K ﹤0.01% 1451