Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$340K Buy
+22,780
New +$340K ﹤0.01% 1304
2025
Q1
Sell
-14,741
Closed -$366K 1629
2024
Q4
$366K Hold
14,741
﹤0.01% 1013
2024
Q3
$425K Buy
14,741
+149
+1% +$4.3K ﹤0.01% 942
2024
Q2
$348K Buy
+14,592
New +$348K ﹤0.01% 921