Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$240K Buy
+1,526
New +$240K ﹤0.01% 1294
2025
Q1
Sell
-1,106
Closed -$217K 1366
2024
Q4
$217K Sell
1,106
-25
-2% -$4.91K ﹤0.01% 1170
2024
Q3
$268K Buy
+1,131
New +$268K ﹤0.01% 1081