Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$348K Buy
+1,099
New +$348K ﹤0.01% 1547
2025
Q1
Sell
-3,693
Closed -$686K 1808
2024
Q4
$686K Sell
3,693
-152
-4% -$28.2K 0.01% 926
2024
Q3
$657K Buy
+3,845
New +$657K 0.01% 741