Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$215K Buy
+4,990
New +$215K ﹤0.01% 1364
2024
Q4
Sell
-9,915
Closed -$376K 1695
2024
Q3
$376K Sell
9,915
-1,329
-12% -$50.4K 0.01% 1071
2024
Q2
$474K Buy
+11,244
New +$474K 0.01% 834