Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$447K Buy
+18,272
New +$447K ﹤0.01% 958
2025
Q1
Sell
-12,770
Closed -$417K 1091
2024
Q4
$417K Buy
12,770
+1,199
+10% +$39.1K 0.01% 683
2024
Q3
$415K Buy
+11,571
New +$415K 0.01% 667