Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$270K Buy
+2,100
New +$270K ﹤0.01% 1060
2025
Q1
Sell
-3,794
Closed -$431K 1193
2024
Q4
$431K Buy
3,794
+913
+32% +$104K ﹤0.01% 867
2024
Q3
$287K Sell
2,881
-58
-2% -$5.77K ﹤0.01% 975
2024
Q2
$254K Buy
+2,939
New +$254K ﹤0.01% 983