Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-31,349
Closed -$424K 1655
2025
Q1
$424K Buy
31,349
+14,455
+86% +$196K ﹤0.01% 1196
2024
Q4
$269K Sell
16,894
-586
-3% -$9.32K ﹤0.01% 1303
2024
Q3
$276K Buy
+17,480
New +$276K ﹤0.01% 1207