Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$215K Buy
+931
New +$215K ﹤0.01% 1596
2023
Q4
Sell
-814
Closed -$211K 863
2023
Q3
$211K Buy
814
+22
+3% +$5.7K ﹤0.01% 744
2023
Q2
$254K Buy
792
+106
+15% +$34.1K ﹤0.01% 682
2023
Q1
$209K Buy
+686
New +$209K ﹤0.01% 677