Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$220K Buy
+618
New +$220K ﹤0.01% 1088
2025
Q1
Sell
-697
Closed -$251K 1081
2024
Q4
$251K Buy
697
+50
+8% +$18K ﹤0.01% 1022
2024
Q3
$224K Buy
+647
New +$224K ﹤0.01% 1034