Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$246K Buy
+5,894
New +$246K ﹤0.01% 1360
2024
Q2
Sell
-3,903
Closed -$249K 1219
2024
Q1
$249K Sell
3,903
-946
-20% -$60.3K ﹤0.01% 943
2023
Q4
$306K Buy
+4,849
New +$306K ﹤0.01% 921