Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$273K Sell
54,267
-37,545
-41% -$189K 0.01% 344
2025
Q1
$416K Buy
91,812
+28,512
+45% +$129K 0.02% 273
2024
Q4
$299K Buy
+63,300
New +$299K 0.01% 327
2024
Q3
Sell
-29,550
Closed -$105K 1133
2024
Q2
$105K Buy
+29,550
New +$105K ﹤0.01% 458