Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$0 Buy
180
+10
+6% ﹤0.01% 1024
2025
Q1
$0 Sell
170
-60
-26% ﹤0.01% 831
2024
Q4
$1K Sell
230
-132,620
-100% -$577K ﹤0.01% 558
2024
Q3
$474K Buy
+132,850
New +$474K 0.23% 103
2024
Q1
Sell
-20
Closed 738
2023
Q4
$0 Sell
20
-70,010
-100% ﹤0.01% 619
2023
Q3
$504K Buy
+70,030
New +$504K 0.3% 51