Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$233K Buy
+488
New +$233K ﹤0.01% 399
2024
Q4
Sell
-402
Closed -$203K 417
2024
Q3
$203K Sell
402
-80
-17% -$40.4K ﹤0.01% 413
2024
Q2
$207K Sell
482
-55
-10% -$23.7K ﹤0.01% 415
2024
Q1
$203K Buy
+537
New +$203K ﹤0.01% 428