Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$198K Buy
+156,160
New +$198K ﹤0.01% 1778
2024
Q1
Sell
-117,313
Closed -$249K 2369
2023
Q4
$249K Sell
117,313
-32,457
-22% -$68.9K ﹤0.01% 1550
2023
Q3
$295K Buy
+149,770
New +$295K ﹤0.01% 1478
2023
Q2
Sell
-184,826
Closed -$556K 2464
2023
Q1
$556K Buy
+184,826
New +$556K 0.01% 1201