Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$197K Buy
+67,616
New +$197K ﹤0.01% 1511
2024
Q3
Sell
-19,869
Closed -$65.6K 1466
2024
Q2
$65.6K Sell
19,869
-1,298
-6% -$4.28K ﹤0.01% 1376
2024
Q1
$78K Sell
21,167
-25,335
-54% -$93.3K ﹤0.01% 1295
2023
Q4
$188K Sell
46,502
-21,052
-31% -$85.1K ﹤0.01% 1229
2023
Q3
$269K Buy
+67,554
New +$269K 0.01% 974