Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$211K Buy
+5,030
New +$211K ﹤0.01% 1374
2025
Q1
Sell
-6,284
Closed -$234K 1458
2024
Q4
$234K Sell
6,284
-2,386
-28% -$88.9K ﹤0.01% 1330
2024
Q3
$331K Buy
8,670
+1,863
+27% +$71.1K ﹤0.01% 1147
2024
Q2
$229K Buy
+6,807
New +$229K ﹤0.01% 1254