Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$329K Buy
+2,037
New +$329K ﹤0.01% 76
2024
Q3
Sell
-3,372
Closed -$552K 205
2024
Q2
$552K Buy
3,372
+174
+5% +$28.5K ﹤0.01% 46
2024
Q1
$400K Buy
+3,198
New +$400K ﹤0.01% 47