Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$258K Buy
+4,036
New +$258K ﹤0.01% 1030
2024
Q4
Sell
-7,361
Closed -$455K 1212
2024
Q3
$455K Sell
7,361
-173
-2% -$10.7K 0.01% 778
2024
Q2
$443K Buy
7,534
+173
+2% +$10.2K 0.01% 793
2024
Q1
$455K Sell
7,361
-293
-4% -$18.1K 0.01% 777
2023
Q4
$522K Buy
+7,654
New +$522K 0.02% 721