Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$123K Buy
14,565
+4,345
+43% +$36.7K ﹤0.01% 1133
2025
Q1
$81.8K Buy
+10,220
New +$81.8K ﹤0.01% 1069
2024
Q4
Sell
-11,320
Closed -$100K 1199
2024
Q3
$100K Buy
+11,320
New +$100K ﹤0.01% 1067