Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$283K Buy
18,000
+7,000
+64% +$110K ﹤0.01% 1097
2025
Q1
$210K Buy
11,000
+1,843
+20% +$35.2K ﹤0.01% 1003
2024
Q4
$218K Sell
9,157
-843
-8% -$20.1K ﹤0.01% 1008
2024
Q3
$280K Buy
+10,000
New +$280K ﹤0.01% 968