Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$216K Sell
2,350
-119
-5% -$10.9K ﹤0.01% 1327
2025
Q1
$217K Buy
+2,469
New +$217K 0.01% 1108
2024
Q2
Sell
-3,917
Closed -$338K 902
2024
Q1
$338K Sell
3,917
-2,829
-42% -$244K 0.02% 650
2023
Q4
$467K Buy
+6,746
New +$467K 0.03% 512