Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$234K Buy
+4,398
New +$234K ﹤0.01% 1430
2024
Q1
Sell
-6,674
Closed -$292K 1339
2023
Q4
$292K Buy
6,674
+937
+16% +$40.9K 0.01% 1016
2023
Q3
$263K Buy
+5,737
New +$263K 0.01% 984