Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-17,617
Closed -$368K 1130
2025
Q1
$368K Sell
17,617
-1,053
-6% -$22K ﹤0.01% 1263
2024
Q4
$397K Buy
18,670
+3,590
+24% +$76.3K ﹤0.01% 1121
2024
Q3
$350K Buy
+15,080
New +$350K ﹤0.01% 1105