Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$812K Buy
+48,452
New +$812K ﹤0.01% 1154
2024
Q1
Sell
-47,719
Closed -$623K 2889
2023
Q4
$623K Buy
47,719
+3,250
+7% +$42.4K ﹤0.01% 1151
2023
Q3
$461K Sell
44,469
-49,345
-53% -$512K ﹤0.01% 1295
2023
Q2
$1.06M Buy
+93,814
New +$1.06M 0.01% 854