Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$208K Buy
+5,428
New +$208K ﹤0.01% 721
2023
Q2
Sell
-7,838
Closed -$279K 653
2023
Q1
$279K Sell
7,838
-4,280
-35% -$152K 0.02% 477
2022
Q4
$426K Sell
12,118
-612
-5% -$21.5K 0.03% 382
2022
Q3
$375K Buy
+12,730
New +$375K 0.03% 384