Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$236K Buy
+2,092
New +$236K ﹤0.01% 1109
2025
Q1
Sell
-1,908
Closed -$204K 1175
2024
Q4
$204K Sell
1,908
-136
-7% -$14.5K ﹤0.01% 1140
2024
Q3
$211K Buy
+2,044
New +$211K ﹤0.01% 1162
2024
Q2
Sell
-2,145
Closed -$210K 1196
2024
Q1
$210K Buy
+2,145
New +$210K ﹤0.01% 1132
2021
Q3
Sell
-8,698
Closed -$551K 1159
2021
Q2
$551K Buy
+8,698
New +$551K ﹤0.01% 801