Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$797K Buy
+75,075
New +$797K 0.01% 491
2024
Q2
Sell
-36,204
Closed -$253K 1722
2024
Q1
$253K Sell
36,204
-2,843
-7% -$19.9K 0.01% 1003
2023
Q4
$216K Buy
39,047
+16,654
+74% +$91.9K 0.01% 933
2023
Q3
$109K Buy
+22,393
New +$109K ﹤0.01% 1038