Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$408K Buy
5,497
+5,433
+8,489% +$403K 0.24% 42
2025
Q1
$3K Buy
64
+9
+16% +$422 ﹤0.01% 1770
2024
Q4
$3K Buy
+55
New +$3K ﹤0.01% 1787
2023
Q4
Sell
-2,489
Closed -$99K 2175
2023
Q3
$99K Buy
+2,489
New +$99K 0.07% 419