Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$351K Buy
+6,212
New +$351K ﹤0.01% 1232
2024
Q3
Sell
-3,795
Closed -$237K 1472
2024
Q2
$237K Buy
3,795
+242
+7% +$15.1K 0.01% 1213
2024
Q1
$259K Buy
+3,553
New +$259K 0.01% 1100