Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$276K Buy
+772
New +$276K ﹤0.01% 902
2025
Q1
Sell
-597
Closed -$215K 1005
2024
Q4
$215K Buy
+597
New +$215K ﹤0.01% 935
2023
Q4
Sell
-1,685
Closed -$546K 987
2023
Q3
$546K Buy
+1,685
New +$546K ﹤0.01% 840