Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$230K Buy
2,611
+46
+2% +$4.06K ﹤0.01% 1288
2025
Q1
$244K Buy
+2,565
New +$244K 0.01% 1061
2024
Q4
Sell
-2,254
Closed -$226K 959
2024
Q3
$226K Buy
+2,254
New +$226K 0.01% 862