Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$209K Buy
+104,116
New +$209K ﹤0.01% 1755
2024
Q2
Sell
-21,357
Closed -$28K 2496
2024
Q1
$28K Buy
+21,357
New +$28K ﹤0.01% 1866
2023
Q2
Sell
-119,633
Closed -$229K 2676
2023
Q1
$229K Buy
+119,633
New +$229K ﹤0.01% 1700