Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$417K Sell
8,470
-157
-2% -$7.73K ﹤0.01% 1159
2025
Q1
$381K Buy
8,627
+82
+1% +$3.63K 0.01% 1171
2024
Q4
$402K Buy
+8,545
New +$402K 0.01% 1056
2023
Q4
Sell
-10,177
Closed -$285K 1339
2023
Q3
$285K Buy
+10,177
New +$285K 0.01% 937