Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$351K Buy
+2,519
New +$351K 0.01% 789
2025
Q1
Sell
-2,394
Closed -$272K 988
2024
Q4
$272K Buy
2,394
+299
+14% +$34K ﹤0.01% 793
2024
Q3
$208K Buy
+2,095
New +$208K ﹤0.01% 833