Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$206K Buy
+10,459
New +$206K ﹤0.01% 1350
2024
Q1
Sell
-19,885
Closed -$375K 904
2023
Q4
$375K Buy
19,885
+2,390
+14% +$45.1K 0.02% 567
2023
Q3
$385K Buy
17,495
+6,375
+57% +$140K 0.03% 487
2023
Q2
$217K Buy
+11,120
New +$217K 0.02% 675