Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$207K Buy
+3,952
New +$207K ﹤0.01% 1383
2025
Q1
Sell
-4,877
Closed -$250K 1590
2024
Q4
$250K Sell
4,877
-98
-2% -$5.01K ﹤0.01% 1285
2024
Q3
$211K Buy
+4,975
New +$211K ﹤0.01% 1443