Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$276K Buy
+4,499
New +$276K ﹤0.01% 1230
2025
Q1
Sell
-4,782
Closed -$256K 1500
2024
Q4
$256K Buy
+4,782
New +$256K ﹤0.01% 1267