Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$201K Buy
+2,308
New +$201K ﹤0.01% 1442
2025
Q1
Sell
-2,287
Closed -$221K 1505
2024
Q4
$221K Sell
2,287
-22
-1% -$2.13K ﹤0.01% 1498
2024
Q3
$219K Buy
+2,309
New +$219K ﹤0.01% 1495