Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$113K Buy
12,442
+961
+8% +$8.7K ﹤0.01% 563
2025
Q1
$73.7K Buy
+11,481
New +$73.7K ﹤0.01% 564
2023
Q1
Sell
-102,857
Closed -$98K 672
2022
Q4
$98K Buy
102,857
+51,428
+100% +$49K ﹤0.01% 694
2022
Q3
$48K Buy
+51,429
New +$48K ﹤0.01% 519