Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$326K Sell
89,363
-46,106
-34% -$168K ﹤0.01% 539
2025
Q1
$360K Buy
135,469
+44,723
+49% +$119K ﹤0.01% 473
2024
Q4
$368K Buy
+90,746
New +$368K ﹤0.01% 557
2024
Q3
Sell
-86,284
Closed -$211K 756
2024
Q2
$211K Buy
+86,284
New +$211K ﹤0.01% 557