Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$331K Buy
+11,780
New +$331K ﹤0.01% 668
2024
Q4
Sell
-7,099
Closed -$230K 629
2024
Q3
$230K Sell
7,099
-14,466
-67% -$468K 0.01% 445
2024
Q2
$838K Buy
+21,565
New +$838K 0.02% 287
2024
Q1
Sell
-7,641
Closed -$406K 382
2023
Q4
$406K Buy
+7,641
New +$406K 0.01% 309