Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$691K Buy
+21,956
New +$691K 0.01% 556
2023
Q4
Sell
-14,618
Closed -$179K 1699
2023
Q3
$179K Sell
14,618
-441
-3% -$5.4K ﹤0.01% 952
2023
Q2
$224K Buy
+15,059
New +$224K ﹤0.01% 905