Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$240K Buy
+5,319
New +$240K ﹤0.01% 1412
2024
Q1
Sell
-4,380
Closed -$276K 1358
2023
Q4
$276K Sell
4,380
-294
-6% -$18.5K 0.01% 1040
2023
Q3
$211K Buy
+4,674
New +$211K 0.01% 1084