Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$251K Buy
+5,244
New +$251K ﹤0.01% 1497
2025
Q1
Sell
-12,005
Closed -$695K 1674
2024
Q4
$695K Buy
12,005
+6,784
+130% +$393K 0.01% 755
2024
Q3
$340K Buy
+5,221
New +$340K ﹤0.01% 877