Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$226K Buy
+1,183
New +$226K ﹤0.01% 902
2025
Q1
Sell
-1,133
Closed -$223K 971
2024
Q4
$223K Buy
1,133
+126
+13% +$24.8K ﹤0.01% 859
2024
Q3
$203K Buy
+1,007
New +$203K ﹤0.01% 840