Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$49.7K Buy
+10,391
New +$49.7K ﹤0.01% 1801
2023
Q4
Sell
-10,320
Closed -$191K 859
2023
Q3
$191K Buy
10,320
+889
+9% +$16.5K ﹤0.01% 763
2023
Q2
$205K Buy
+9,431
New +$205K ﹤0.01% 742