Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$251K Buy
+6,085
New +$251K ﹤0.01% 1388
2024
Q3
Sell
-11,169
Closed -$713K 1435
2024
Q2
$713K Buy
11,169
+337
+3% +$21.5K 0.02% 719
2024
Q1
$1.02M Buy
+10,832
New +$1.02M 0.02% 565