Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$108K Buy
+15,513
New +$108K ﹤0.01% 1735
2023
Q4
Sell
-12,212
Closed -$79.4K 847
2023
Q3
$79.4K Sell
12,212
-1,034
-8% -$6.72K ﹤0.01% 785
2023
Q2
$93.8K Buy
+13,246
New +$93.8K ﹤0.01% 766