Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$293K Buy
+4,237
New +$293K ﹤0.01% 1043
2025
Q1
Sell
-4,503
Closed -$274K 1176
2024
Q4
$274K Buy
+4,503
New +$274K ﹤0.01% 1050
2023
Q4
Sell
-30,532
Closed -$649K 1182
2023
Q3
$649K Buy
30,532
+1,153
+4% +$24.5K 0.01% 704
2023
Q2
$450K Buy
+29,379
New +$450K ﹤0.01% 834