Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$329K Buy
2,378
+67
+3% +$9.28K ﹤0.01% 1103
2025
Q1
$369K Buy
+2,311
New +$369K ﹤0.01% 990
2024
Q3
Sell
-1,389
Closed -$205K 1445
2024
Q2
$205K Buy
+1,389
New +$205K ﹤0.01% 1290