Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$275K Buy
9,784
+3,707
+61% +$104K ﹤0.01% 4719
2025
Q1
$219K Buy
+6,077
New +$219K ﹤0.01% 4680
2024
Q2
Sell
-5,588
Closed -$248K 4923
2024
Q1
$248K Buy
+5,588
New +$248K ﹤0.01% 4285