Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$321K Sell
7,470
-1,663
-18% -$71.5K ﹤0.01% 1359
2025
Q1
$202K Buy
+9,133
New +$202K ﹤0.01% 1382
2024
Q4
Sell
-51,309
Closed -$448K 1386
2024
Q3
$448K Hold
51,309
0.01% 794
2024
Q2
$361K Hold
51,309
﹤0.01% 750
2024
Q1
$513K Hold
51,309
0.01% 614
2023
Q4
$636K Buy
+51,309
New +$636K 0.01% 520