Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$403K Buy
+16,471
New +$403K 0.01% 436
2024
Q2
Hold
0
477
2024
Q1
Hold
0
366
2023
Q4
Sell
-42,461
Closed -$1.09M 307
2023
Q3
$1.09M Buy
+42,461
New +$1.09M 0.05% 123