Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$758K Buy
+10,883
New +$758K 0.01% 1129
2024
Q4
Sell
-1,917
Closed -$201K 1642
2024
Q3
$201K Buy
1,917
+162
+9% +$17K ﹤0.01% 1303
2024
Q2
$250K Buy
+1,755
New +$250K 0.01% 774
2024
Q1
Sell
-1,785
Closed -$231K 492
2023
Q4
$231K Hold
1,785
0.06% 246
2023
Q3
$291K Hold
1,785
0.14% 124
2023
Q2
$327K Hold
1,785
0.15% 120
2023
Q1
$238K Buy
+1,785
New +$238K 0.11% 144