Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$622K Buy
14,038
+4,568
+48% +$202K ﹤0.01% 514
2025
Q1
$314K Buy
+9,470
New +$314K ﹤0.01% 564
2023
Q4
Sell
-34,037
Closed -$638K 543
2023
Q3
$638K Buy
+34,037
New +$638K 0.02% 297
2023
Q2
Sell
-114,052
Closed -$2.02M 612
2023
Q1
$2.02M Buy
+114,052
New +$2.02M 0.04% 297